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Investment

Hedge Funds: A Beacon in a Storm

With cracks emerging in parts of the equity and private credit market, hedge funds can offer vital resilience to a portfolio.
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Investment

Credit Markets: Liquidity Keeps Its Nerve as Private Credit Blinks

Jamie Dimon’s warning about “cockroaches” in private credit was dismissed as exaggeration last year. It feels far less so today.
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Investment

Defence Spending: A New Strategic Era

Recent events in Iran have provided yet another, and unwelcome reminder, of how precarious the global order has become.
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Investment

Investment Outlook 2026: Policy Tailwinds and AI Keep Growth on Track

Global markets have started the year on an upbeat note. AI spending plus looser fiscal and monetary policy equals growth.
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Renewables

The Energy Transition: Investing in a Seismic Shift

The world is undergoing a profound transformation in how it powers itself.
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Gold

Gold’s Enduring Allure

Gold, long regarded as a reliable store of wealth, is once again commanding attention from investors and policymakers alike.
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Politics

Cybersecurity: The Invisible War

On July 19, 2024, the world paused. Flights were grounded. Hospitals reverted to pen and paper. Banks went offline
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