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…
The Retirement Paradox
For decades, the financial services industry delivered a consistent message: start saving early, harness compound growth, stay invested…
Why the World Still Moves Forward, and Why Your Children’s Education Cannot Wait
The past six weeks have been among the most turbulent in recent memory. A US-Israeli military campaign against…
Why Larry Fink’s Annual Letter Matters Right Now
Last week, Blackrocks CEO and Chairman Larry Fink published his annual letter to investors, and the timing could…
Lessons from Sun Tzu in Geopolitical Conflict and Investing
The US-Israeli war on Iran, now in its fourth week, is generating real economic turbulence. Global oil prices…
Drawing Inspiration from Giants of Literature
Investors in the past two weeks could have benefitted from dusting off their old school literature exercise books…
Global Markets React to Escalation in the Middle East
On 28 February 2026, Israel and the United States launched Operation Epic Fury, nearly 900 strikes in the…