A selection of Global Investment Strategy news can be found below.
25 March 2026
The latest FT-Statista High-Growth Companies Asia-Pacific 2026 ranking offers a compelling snapshot of one of the most dynamic regions in the global economy.
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18 March 2026
For much of the twentieth century, national security planning focused on protecting physical infrastructure such as oil fields, shipping routes, pipelines, and power stations. These assets powered industrial economies and were therefore natural targets during periods of geopolitical conflict.
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11 March 2026
Energy security is quietly becoming one of the more important variables in global asset allocation. Large asset owners - pension funds, sovereign wealth funds, and insurers - are deeply exposed to sectors that depend on reliable, affordable power.
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04 March 2026
Artificial intelligence is forcing investors to rethink some of their most deeply held assumptions about the modern economy. For years, markets rewarded companies built around software, data and digital platforms. But as AI accelerates the pace of technological disruption, attention is increasingly shifting toward businesses that appear less vulnerable to it.
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25 February 2026
Asia is home to some of the highest household savings rates in the world. In several major economies across the region, individuals continue to hold a substantial portion of their wealth in cash or near-cash instruments. In some cases, that allocation approaches half (and more) of the household's total assets
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18 February 2026
Gold has long occupied a unique position in institutional portfolios. However, unlike equities, bonds, or credit instruments, it generates no cash flow and has limited industrial utility relative to other commodities. Yet across decades of market cycles, it has persisted as a strategic allocation - primarily because investors view it as protection against systemic risk.
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