Ideas and Insights
How does the HALO trade hold up in a volatile market?
Should investors be adding to precious metals?
China’s inflection point and swimming against the tech tide
Why China may be at a market inflection point
383. What’s going on with gold and silver?
What will it take to power the AI boom?
Why infrastructure is entering a new era
The precious metals bull run still has legs
Should investors back financials in 2026?
379. Is this another tech bubble? Or the next growth wave?
All that glitters is not gold alone
Who are the real winners of the AI surge?
377. Yield, stability and growth: rethinking infrastructure
Beyond AI: five global investment themes for the future
Navigating the next phase of the technology cycle
371. Finding real value in tech investing
369. How real assets can outperform in uncertain times
Terrible sentiment vs. compelling valuations: The healthcare opportunity
Is healthcare set to come out swinging?
Why gold, silver and lithium still have room to run
Investing in the world’s water future
Value has awoken from its slumber – but how much value is left in the tank?
Could the banking sector’s bull run be disturbed by rate cuts?
Who stands to gain from $64 trillion in infrastructure spending?