Investment Roundup In this edition, we will be examining the hard data beneath the current AI Supercycle to look at where the capital is flowing and in particular, whether this…

Investment Roundup Taken together, the message is consistent. The market is moving through different stages of the same story. Shipping is leading the adjustment. Oil is still catching up. Inflation…

Investment Roundup As we enter the second half of 2026, all eyes are returning to the Federal Reserve. Click here to view the full report >>

Investment Roundup In this edition, we broaden the discussion beyond the energy crisis to revisit how tariffs, supply chains, inflation, and oil prices are interacting in the current market environment.…

Investment Roundup The key theme surrounding the global markets remains the US-Iran conflict. In this roundup we discuss how it is reshaping the rates environment globally. Click here to view…

Investment Roundup While the political ceasefire has reduced immediate kinetic risks, the physical markets indicate that supply chain frictions remain firmly in place. Click here to view the full report…

Investment Roundup The ceasefire has reduced immediate tail risk, but it has not restored the plumbing of regional energy trade. Until Hormuz traffic normalizes more convincingly, Asia is likely to…

Investment Roundup "The US–Iran situation has moved from a geopolitical headline to a direct macro driver.", writes our investment team in the latest Investment Roundup. Click here to view the…

Investment Roundup "History shows markets react to duration, not magnitude", writes our investment team in the latest Investment Roundup. Click here to view the full report >>

Investment Roundup War, in most cases, does not create a lasting structural regime change for markets. Markets tend to normalise faster than the headlines suggest. Volatility mean-reverts, and capital eventually…