A selection of Global Investment Strategy news can be found below.
22 April 2026
A recent Barclays “2035 Thematic Roadmap”, that maps 150 global trends by likelihood and potential impact, offers more than a view of the future. For institutional investors, it provides something arguably more valuable: a snapshot of where market consensus already sits.
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15 April 2026
Markets have a habit of treating new technologies as reset points - moments when the old rules no longer apply. Artificial intelligence is being framed in much the same way.
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08 April 2026
Markets are not defined by who owns them, but by who is forced to act at the margin - and in US Treasuries today, that marginal buyer looks very different from the one most investors still have in mind.
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01 April 2026
When the last sceptic capitulates, the cycle is usually closer to the end than the beginning. There’s a moment in every market cycle that rarely gets called out in real time, yet it often proves to be one of the most important signals.
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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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