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14 September 2026
Multi-Asset
Market Perspectives: Why does the Fed have to hike rates?
Central bank policy is back at the forefront of investor attention as inflation data challenges expectations of an imminent easing cycle.
11 September 2026
Equity
Europe: better momentum but structural hurdles remain
Although global growth expectations fell after the Iran conflict started, US growth expectations have crept up.
10 September 2026
Equity
From Monopoly to Age of Empires - Part II: AI and the new terms of trade: When intelligence becomes abundant, what remains scarce?
In From Monopoly to Age of Empires , we described a world fragmenting into competing technological and economic blocs. Technology, we argued, would not end scarcity.
