News | Global Investment Strategy

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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07 January 2026

Copper, Water, Control: The New Asset Class

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 Natural resources were once the domain of cyclical traders, overlooked by many as outdated or irrelevant.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

America Inc's Confidence Crisis: When CEOs Exit, What Happens Next?

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

What Would Peter Lynch Think of Your AI Portfolio?

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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