insights.

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

Our 2026 LO Generations Summit brought together diplomats, scientists, and next-generation leaders to explore how time shapes leadership, investing, and legacy today.

We look at what easing geopolitical risks, normalising oil prices and resilient growth mean for equities, bonds and currencies over the second half of the year.

At our latest Rethink Perspectives, we examined how security, sovereignty, and fragmentation will reshape the global economy in 2026. In this new world order, how can portfolios be steered sustainably?