Latest News & Updates
Concerns that artificial intelligence will replace white‑collar workers are intensifying. We examine whether AI is truly a job killer, how businesses are responding, and what this shift could mean for productivity, employment and long‑term economic outcomes.
Ongoing tensions in Iran have continued to lift oil prices and weigh on global equities. We review the economic impact, regional risks, and implications for investment portfolios.
Escalating conflict in Iran has pushed oil prices higher and triggered a pullback in global equity markets. We assess the economic implications, market response, and what it means for portfolios.
The US software sector faces its worst relative sell‑off since the tech bubble. We explore AI disruption, 'Software as a Service' (SaaS) risks and hyperscaler capex.
Overall, 2025 was a strong year for investors. Will 2026 be a repeat? Our central case for markets and the global economy remains relatively benign, though as always there are risks hanging over us.
With more than a decade having passed since the launch of “Abenomics,” how much has changed for the Japanese economy? The short answer is a lot.
