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Latest insights

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Sheltering in Place

US and Israeli attacks on Iran triggered surging oil and gas prices, government bond yield rises, and heightened geopolitical risk this week.

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Mark Dowding
Mar 06, 2026

The index trap: why passive allocation is the most active risk you can take

With passive investing no longer a safe haven, investors’ mindsets should shift from being renters of the market to owners of great businesses.

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Kilian Niemarkt
Mar 05, 2026

Polina’s Perspective: Between Two Seas - Turkey's Orthodox Waters and Geopolitical Currents

We look at how Turkey is balancing its priorities, including monetary policy orthodoxy and its geopolitical & political agenda.

Global Equity Investor insight | February 2026

Jeremy Richardson looks at volatility within the market as AI moves from theoretical to real-world applications.

Is society being 'ghosted' by GDP?

Economic data has been constructive of late, but AI-driven 'Ghost GDP' means growth is failing to translate into consumer spending.

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Mark Dowding
Feb 27, 2026

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