The final trading days of December arrive with predictable commentary about the “Santa Rally” and its implications for…

Last week In Part One, we explored the macro forces shaping the 2026 landscape: the scale and uncertainty…

As November draws to a close and portfolio managers finalise their year-end positioning, attention shifts toward 2026. The…

The investment management debate persists: active or passive? Yet framing this as a binary choice misses a more…

For over a decade, emerging markets have disappointed investors as developed market equities, particularly US technology stocks, delivered…

Warren Buffett’s most famous investment maxim deserves careful consideration in November 2025, particularly as markets digest a year…

Markets delivered another week of mixed signals as investors parsed through a deluge of consequential developments: earnings reports…

Gold occupies a peculiar position in modern portfolio construction, simultaneously dismissed as an unproductive relic and coveted as…

Market corrections arrive with the inevitability of changing seasons, yet they never fail to trigger the same visceral…

The past week delivered an intriguing paradox for equity markets. Even as the federal government remained shuttered into…