HeyJaredAshenden Finance
Ashenden Finance is an independent financial boutique headquartered in Switzerland. Our analysts will provide Financial News, Top Picks and Insights regarding the market.
- Indexed issues, last 90 days
- 3
- Latest publication
- Sep 23, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 9, 2026
Latest issues
The Market Is Holding Up. Its Foundations Are Not. (opens the original)
Read excerpt
The past several sessions have delivered an unusual combination of resilient equity indices, deeply cautious investor positioning and increasingly visible stress beneath the surface.The Federal Reserve raised rates by 25bps to 3.75–4.00%, oil prices remained volatile, the US 10-year Treasury yield tested 5%, and artificial intelligence returned to the centre of the equity rally. Yet the more revealing signals came from market breadth, leveraged financing and lower-quality credit.The main indices
Markets Are Pricing Relief, Not Resolution (opens the original)
Read excerpt
A Market That No Longer Waits for CertaintyOver the past weeks, investors have faced a combination of macroeconomic and technical shocks that would ordinarily be expected to produce a sustained period of risk aversion: a violent correction in the semiconductor sector, extraordinary volatility in some of the market’s most crowded positions, an oil shock linked to Middle Eastern geopolitical tensions, long-term government yields approaching multi-decade highs, and direct intervention in the Japane
The AI Trade Has Moved From the Screen to the Balance Sheet (opens the original)
Read excerpt
A Rally That Looks Strong, But Feels DifferentThe first half of 2026 ended with one of the strongest rallies in recent market history. The S&P 500 gained about 14% in Q2, the Nasdaq 100 rose roughly 25%, and global equities followed the US higher, with the MSCI ACWI advancing around 13%. At first glance, the message looked simple: the AI trade was still alive, earnings momentum remained strong, and investors were willing to look through higher rates, geopolitical shocks and persistent inflation.
Publishing over time
Last 90 days. Choose a month to open its work.
Recurring subjects
Named in the text we hold. One piece can cover several.
Audience
No verified audience measurement yet.
About this data
Counts cover the work we have indexed. Tone needs enough text and a confident classification. Excerpts and episode notes are not full articles or transcripts.
Identity or attribution wrong? Suggest a correction.