Insights

Featuring a tree with half its leaves fallen off

Halfway There

We are now slightly more than halfway through 2025, and investors around the world are navigating a marketplace defined by transition, resilience, and a fair share of surprises

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When Moody’s Says “Meh”

When Moody’s, one of the world’s leading credit rating agencies, downgraded the United States’ sovereign credit rating, it sent shockwaves through global financial markets

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Has Gold Reached Its Peak

Has Gold Prices Reached Its Peak

Gold prices surged to an all-time high of approximately $3,500 per ounce in April 2025, fuelled by escalating US-China trade tensions, a weakening US dollar, and heightened geopolitical uncertainty.

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Insights

Dressed To Scare

Oil, AI and interest rates all look positively frightening this October. The data underneath is more reassuring than the mask

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Riding The K-Waves

With South Korea’s grand strategy of introducing the K-Wave internationally, it should come to no surprise that this extends to the semi conductor industry too. What has happened in

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