A selection of Global Investment Strategy news can be found below.
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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11 February 2026
From Vegas to volatility hedges, what happens when gambling meets the markets? Once a curiosity on the margins of political betting, prediction markets have now crossed into a much bigger arena - attracting institutional attention, billions in volume, and, crucially, global regulatory scrutiny.
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04 February 2026
If you’ve been around markets long enough, you’ll have noticed something uncomfortable. Excess doesn’t correct the way it used to. What once took a nudge now takes a shove. What once deflated slowly now snaps and what once looked obviously unstable can persist far longer than feels reasonable - right up until it doesn’t.
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28 January 2026
Ten years ago, business travel didn’t tell you much. People travelled because they had to, not because it revealed anything useful about where capital might move next. Today it’s different.
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21 January 2026
What began as a routine Arctic training mission involving a small cohort of European troops has turned into a surprising geopolitical flashpoint - but one with familiar implications for investors.
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