Latest News | Global Investment Strategy

10 June 2026

If Everyone Is Optimising, Who Finds The Next Opportunity?

For decades, the investment industry has pursued a remarkably simple objective: build a better portfolio. Every generation of investors has been offered new tools, new models and new frameworks designed to improve returns, reduce risk and allocate capital more efficiently.

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03 June 2026

Are Public Market Investors Missing Out on the Next Generation of Growth?

For decades, public markets were the primary arena in which investors accessed the scaling phase of many of the world’s most important companies. Today, that model is becoming less straightforward, with companies such as SpaceX, OpenAI, and Stripe having already reached enormous scale before most public-market investors can access them directly.

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27 May 2026

The Risk Markets Can’t Price Over the Weekend

By Friday afternoon, most investment positions feel under control. Stops are in place, exposure has been sized appropriately, and volatility has often settled after a busy trading week. Psychologically, many investors begin to wind down alongside the market. The problem is that markets close, but risk does not.

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20 May 2026

Is This the End of “Set and Forget” Investment?

UK investors are quietly reassessing long-term investing, not because the principles have failed, but because the market environment around them has changed. For years, “set and forget” investing felt less like a strategy and more like common sense: build the portfolio, stay diversified, ignore the noise, and let time do the work.

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13 May 2026

The Financial Doom Loop: Why Market Stress Can Become Self-Reinforcing

Most investors do not notice a doom loop when it begins. At first, it just looks like volatility, a difficult week for bonds, tighter funding, or a few forced sellers trying to raise cash. The danger begins when these small stresses start connecting. What initially looks manageable can become more dangerous when pressure in one area starts forcing reactions elsewhere.

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06 May 2026

When the Numbers Move: Are Markets a Better Barometer Than Official Statistics?

Official economic data is meant to give investors, policymakers and the public a shared view of reality. GDP, inflation, borrowing, debt and employment figures shape everything from fiscal policy to gilt yields, sterling and portfolio positioning.

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