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INVESTMENT INSIGHTS
Explore our latest research, market commentary, investment perspectives and corporate updates — designed to help investors navigate complexity with clarity.
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INVESTMENT
Showing 391 publications
Investment
China Narrows The AI Capability Gap
February 2026
CHINA NARROWS THE AI CAPABILITY GAP This month’s chart illustrates one of the most significant developments…
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Investment
January 2026 Market Comments: High Energy!
February 2026
January 2026 Market Comments “High Energy” – Evelyn Thomas, 1984. Volatility was the lead singer this month,…
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Investment
Quarterly Investment Review – Q4 2025
January 2026
Quarterly Investment Review - Q4 2025 We’re seeing substantial asset inflation away from the dollar as people are…
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Investment
December 2025 Market Comments: Can the Bull Run “Do It Again”?
January 2026
December 2025 Market Comments “Do it again” – Steely Dan, 1972. Investors would surely love financial markets…
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Investment
Soooo long equities… and, So long, Mr. Buffett.
January 2026
Soooo long equities… and, So long, Mr. Buffett. https://www.youtube.com/watch?v=tSBf4jq5NyE As shown on the chart of the month,…
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Investment
When Big Tech Puts the Old Economy to Work
December 2025
Big Tech Puts the Old Economy to Work: far from a sterile world, data centers smell of dust…
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Investment
Beyond the wall: transforming China’s inefficiencies into alpha opportunities through equity long short investing
December 2025
Beyond the wall: transforming China's inefficiencies into alpha opportunities through equity long short investing China…
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Investment
November 2025 Market Comments: The narrative around AI continues to be the major force driving markets moves
December 2025
NOVEMber 2025 Market Comments “Turn every stone”, Lalo Schifrin, 1969 It’s indeed necessary so far in 2025 to…
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Investment
Metals: the transition faces its limits
November 2025
The depletion of deposits and the explosion in demand make the energy transition equation almost impossible to solve.…
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Investment
Chart of the month: Gold, Gold, Gold. Switzerland the quiet giant.
November 2025
Gold, Gold, Gold. Switzerland the quiet giant. The gold rush is back. Gold has climbed to…
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Investment
October 2025 Market Comments: Nvidia and Tech Surge
November 2025
October 2025 Market Comments “Hits from the Bong”, Cypress Hill, 1993 Scratch that; let's light up Cypress Hill's…
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Investment
How to navigate the credit crisis?
October 2025
Credit crisis? Three years after interest rates started rising, credit accidents are multiplying. How should one position themselves…
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