A selection of Global Investment Strategy news can be found below.
07 January 2026
Copper, lithium, and now water are becoming strategic assets in a world rethinking physical supply and sovereignty. Natural resources were once the domain of cyclical traders, overlooked by many as outdated or irrelevant. Today, they’re back in the spotlight, not just as commodities, but as critical inputs for global security, energy resilience, and sustainable growth.
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31 December 2025
The quiet signal behind a loud trend. Across boardrooms in the U.S., something unusual is happening - and investors should take note. In 2025, CEO exits at public companies are running at the highest level since 2010. Kraft Heinz, Coca-Cola, Lululemon, Target, even high performers like Walmart and Procter & Gamble - all are seeing corner-office turnover at a pace that’s hard to ignore
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24 December 2025
In an age of crypto coins, AI ETFs and thematic investing at speed, one old-school voice may be more relevant than ever: Peter Lynch. The former Magellan Fund manager famously averaged nearly 30% annual returns between 1977 and 1990 - while writing plainly about grocery stores, jeans, and parking lots.
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17 December 2025
In markets where headlines change by the hour, many investors fall into a familiar trap - the need to act. A portfolio wobble prompts a sell; a rate cut forecast triggers a rotation and another geopolitical flare-up, another hedge.
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10 December 2025
Financial markets pride themselves on being rational. Data in, pricing out - clean, clinical, objective, but 2025 is making even the most disciplined investors uneasy.
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03 December 2025
In the fast-moving world of tech, reinvention is often talked about but rarely executed well. The tale of Nokia - once a Finnish paper mill, then a mobile phone titan, and now a telecom infrastructure player - is a rare example of corporate metamorphosis.
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