The Future Of Computing
October 20, 2026
Quantum computing is attracting capital at a pace that would have seemed improbable only a few years ago. The appeal
Insights
Dressed To Scare
October 8, 2026
Oil, AI and interest rates all look positively frightening this October. The data underneath is more reassuring than the mask
The Month the Market Remembers
September 3, 2026
There is a rhythm to markets that has little to do with fundamentals and everything to do with habit. September
The Venezuela Oil Deal Won’t Move Your Gas Bill
September 2, 2026
Washington has just announced a deal that gives the US effective majority control of a joint venture developing seventeen Venezuelan oil fields sitting on more than 65 billion barrels of proven reserves.
A Signal of Friendship, a Hedge for Rates
August 5, 2026
In early August 2026, the United States did something it almost never does. It joined Japan in buying yen to stop the currency from sliding further.
Riding The K-Waves
July 7, 2026
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
Insights
Small Reactor, Big Problem
November 4, 2025
Singapore’s energy dilemma is a brutal equation: no space for large-scale renewables, but total reliance on volatile imported gas. This has turned the global nuclear investment resurgence into an urgent necessity. The solution? Small Modular Reactors (SMRs).
The Atomic Comeback
October 1, 2025
In the world of energy, few things command as much attention as a good comeback story. We have seen oil reinvent itself, natural gas as a “bridge fuel,” and renewables dominate headlines.
The New Wildcard In Investing
September 23, 2025
Resource nationalism is no longer just a policy trend. It is fast becoming a defining force in global commodities. For investors in natural resources and commodity-linked assets, this means that stable supply chains can no longer be taken for granted.
The Significance Of The Magnificent Seven
September 9, 2025
For what feels like an eternity, the investment narrative has been utterly dominated by a select few. Apple, Microsoft, Alphabet, Amazon, Nvidia, Tesla, and Meta Platforms: the formidable “Magnificent Seven.”
A Golden Bet: Why Miners Are Outshining The Metal
August 21, 2025
In the world of finance, few assets capture the imagination quite like gold. For centuries, it has been the ultimate safe haven, a dependable refuge from the tempests of inflation
Stronger Portfolios Start with Infrastructure
August 13, 2025
In 2025, infrastructure and real assets have emerged as strategic priorities for investors seeking stability, growth, and diversification amid global market volatility. The resilience of infrastructure assets has been particularly notable over the past year…