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03 Dec 2025

MARKETS IN A NUTSHELL — FOR NOVEMBER 2025

Thanksgiving arrived just in time for US investors when the longest government shutdown on record concluded in November. After 43 days without funding — and without economic data — Congress brokered a fragile…

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04 Nov 2025

MARKETS IN A NUTSHELL — FOR OCTOBER 2025

Investors expecting to be spooked in October left with a sugar rush instead. Despite mounting reasons for caution — stubborn inflation, patchy growth, and the second-longest US government shutdown on record —…

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31 Oct 2025

Retirement, Reimagined

The old idea of retirement — a single moment when work stops and leisure begins — no longer fits the modern world. Longer lives, shifting work patterns and uncertain finances are turning retirement into a gradual…

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30 Oct 2025

Five Myths About China Investors Need To Rethink

Many investors continue to view China through an outdated lens – as an imitator rather than an innovator, or as a fragile economy reliant on the West. Having recently completed its second annual investment immersion…

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23 Oct 2025

The AI Revolution: Learning From Past Bubbles

Artificial intelligence is transforming industries and reshaping how we work, communicate and invest. History reminds us that every great technological leap attracts speculative excess. The railway mania of the…

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23 Oct 2025

China's Next Act

Despite its listing global emerging market stock indices, China already produces more electricity than the United States, India and the EU combined. It operates seven of the world’s ten busiest ports. It also ranks…

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