News | Global Investment Strategy

18 February 2026

Is Gold Really an Effective Hedge?

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

Asia Watches Closely: Could Prediction Markets Become Finance’s Next Frontier?

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

Why It Now Takes a Thicker Needle to Burst a Bubble

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

Does business travel indicate stronger capital flows in APAC?

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

Why Trump’s Trade Tactics Are Now a Permanent Market Threat

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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14 January 2026

When the Index Becomes the Risk: How Markets Got Hijacked by Their Own Heroes

For decades, investors have turned to broad market indices as shorthand for diversification. The theory was simple: by owning the market, you owned the economy, and exposure was spread across sectors, geographies, and business cycles. One stock’s downfall might hurt, but it wouldn’t derail your portfolio.

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