insights.

We examine the legal challenge to US tariffs and its implications. If the Supreme Court rules against the duties, we expect other measures to quickly replace them.

We examine the implications for the accord between Switzerland and the US to lower tariffs on Swiss imports to 15%.

Explore our latest insights on Q3 earnings across US, Europe and emerging markets. We discuss AI trends, elevated valuations, and market reactions.

As global tensions rise, governments invest in defence, tech and infrastructure to boost resilience and unlock new strategic growth opportunities.

Wait for ‘better’ levels or commit capital and stay invested? This is the question addressed by our second article in a new series about the fundamentals of investing.

In a volatile world, investors must build resilient portfolios. Discover how strategic allocation and thematic investing can unlock long-term opportunities.

We compare the relative behaviour of Bitcoin and gold and explore what this means for investors’ portfolios. 

Gold price movements continue to make headlines. Gold’s rise in 2025 signals a geopolitical shift, where new trade routes, cooperation, commodity demand, and alternative financial settlement platforms support emerging countries’ economic assertion.