insights.

This week we examine European political and fiscal risks, and what this means for sovereign bonds, the euro, equities and portfolio positioning.

How is AI reshaping tech entrepreneurship? Roxane Laigle, Jean-Baptiste Kempf and Maxime Dubouloz discuss innovation, AI adoption and business transformation.

Despite geopolitical tensions, inflation shocks, and trade disruptions, equity markets have remained resilient. Investors should focus on strategic asset allocation and long-term discipline rather than attempting to time markets.

Trade is not disappearing; it is being redesigned. The growing focus on resilience, economic security, and strategic investment is transforming supply chains and creating powerful long-term opportunities for investors.

As nations rush to upgrade their digital defences, critical AI infrastructure is emerging as the new frontline in the race for digital sovereignty.

Energy is no longer simply a commodity. It has become a geopolitical weapon. This reality is pushing nations to invest in more resilient, independent, and diversified energy systems through renewable electricity, electrification, and transition materials.

As trade flows, AI investment, and global capital are redrawing the economic map, Asian economies are strengthening their role in manufacturing, technology, and infrastructure.