A selection of Global Investment Strategy news can be found below.
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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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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