Consider how global mega forces are impacting portfolios
Heading into 2026, the consensus view is broadly constructive: accelerating growth, easing inflation, lower interest rates, and another leg higher for equities. We don’t disagree with this directio...
A year ago, we pondered the implications of the economy and stock market’s growing dependence on AI-related capital spending. By the middle of the year, a variation on this theme had become convent...
The price of the precious metal is rapidly rising due to its use in solar panels and, more importantly, defence products, with China having control over much of the market. Elsewhere, Fed independe...
Scan Global Logistics, a full-service logistics provider offering air, ocean, rail road and warehousing solutions, has utilised AI-powered data sourcing to monitor vessel movements and predict ETAs.
The materiality of ESG factors differs across sectors and markets. Investors need to understand how. As environmental, social and governance (ESG) factors help contribute to—or detract from—securit...
The emergence of Chat GPT in late 2022 triggered an explosion in AI related capital expenditure as tech giants raced to dominate this generational technology frontier. Consensus estimates now estim...
We look at key trends set to drive the sustainable investment market in 2026, focusing on climate risk, energy transition, tech, Asia, healthcare, and food.
Performance management is critical to driving employee engagement and business success. Watch the latest approaches to performance management creating a culture of continuous feedback and growth.
Exploring how private markets are influencing wealth management portfolios, with a focus on key trends, future outlook and the potential challenges ahead.
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