A new year resets the investment playbook As markets move into 2026, investors are once again being forced to reassess assumptions that felt comfortable only a year ago. Leadership is shifting across asset classes, regions, and sectors, driven tighter financial conditions, geopolitical realignment, and the fading impact of past market darlings. What worked spectacularly in […]
Markets react to geopolitics in familiar ways The dramatic shift in global politics following renewed US interventionism has once again reminded investors how closely markets track power and policy. With Washington asserting itself more forcefully on the global stage, most recently through actions linked to Venezuela, financial markets are recalibrating risk rather than retreating from […]
London equities break new ground The FTSE 100 closed at a fresh record high, reflecting a broader upswing across global stock markets as investors continued to favour risk assets. The rally in London followed gains in Europe, Asia, and the United States, with markets appearing to look past geopolitical uncertainty and focus instead on earnings […]
A recovery that looks unlike any before The United States closed 2025 with an economy that appears to be moving in two different directions at once. On paper, growth is strong. Output is accelerating, corporate profits are healthy, and productivity is rising. Yet job creation has slowed to a crawl. For many Americans, the experience […]
A milestone in India’s economic ascent India has reached a major economic milestone, emerging as the world’s fourth largest economy according to the Indian government’s end of year economic review. With gross domestic product valued at approximately US$4.18 trillion, the country has moved ahead of Japan and the US state of California, marking a significant […]
The Russian ruble has emerged as one of the strongest performing currencies globally, defying expectations at a time when Russia remains under heavy international sanctions. While a strengthening currency is often viewed as a sign of economic confidence, the ruble’s rapid rise is now creating fresh challenges for policymakers and businesses inside Russia. What initially […]
Global markets came under pressure this week as a sharp sell-off in major technology stocks combined with renewed concerns over the Chinese economy. Investors reacted cautiously across Asia, Europe and the United States, reflecting broader uncertainty over the direction of global growth and corporate earnings. The shift marks one of the most volatile periods for […]
Financial markets can support global growth, but under the wrong conditions they can also help trigger serious economic problems. When prices, debt and risk-taking all move in the same dangerous direction, small shocks can turn into global crises. Here is how that can happen, step step, in simple terms. First, markets can create bubbles. This […]
