The World Cup Economy
As the Men’s FIFA World Cup enters its final stretch, the tournament is poised to surpass the 5…
Interest Rates: The Story Beneath the Noise
Last week delivered the kind of market turbulence that generates breathless commentary but ultimately rewards those who look…
Football, Fed Chairs and the Case for Experience
Two of the world’s great spectacles are running concurrently this month, and the parallels between them are more…
The World Cup and the World of Fund Management
The 23rd FIFA World Cup is under way, running from 11 June to 19 July 2026 across 16…
Ancient Wisdom in the Age of the Mega-IPO
Writing this from somewhere between the Acropolis and the agora, with markets falling on the day, it feels…
What Value Do You Place on Trust?
It is a simple question, yet one that sits at the very heart of financial advice. When a…
Active Versus Passive: The Question That Refuses to Go Away
The investment industry’s most persistent debate continues to generate more heat than light. The argument is deceptively simple:…
East and West: A Meeting of the Giants
History was made in Beijing last week. For the first time in nearly a decade, an American president…
Politics and Markets: A Spectator Sport That Doesn’t Pay the Bills
There is a question that serious investors return to repeatedly, and it has perhaps never felt more pressing:…
A Week That Revealed the Fault Lines
This has been one of the most consequential weeks of the year so far in financial markets, and…
The India Opportunity
India is rarely the first market investors reach for when constructing a global equity portfolio. For decades it…