US equities have repeatedly recovered from shocks, but Hong Kong and APAC investors should be careful about borrowing Wall Street’s confidence without testing the local fundamentals beneath it.
A recent Barclays “2035 Thematic Roadmap”, that maps 150 global trends by likelihood and potential impact, offers more than a view of the future. For institutional investors, it provides something arguably more valuable: a snapshot of where market consensus already sits.
Markets have a habit of treating new technologies as reset points – moments when the old rules no longer apply. Artificial intelligence is being framed in much the same way.
Markets are not defined by who owns them, but by who is forced to act at the margin – and in US Treasuries today, that marginal buyer looks very different from the one most investors still have in mind.
When the last sceptic capitulates, the cycle is usually closer to the end than the beginning.
There’s a moment in every market cycle that rarely gets called out in real time, yet it often proves to be one of the most important signals.
The latest FT-Statista High-Growth Companies Asia-Pacific 2026 ranking offers a compelling snapshot of one of the most dynamic regions in the global economy.
For much of the twentieth century, national security planning focused on protecting physical infrastructure such as oil fields, shipping routes, pipelines, and power stations. These assets powered industrial economies and were therefore natural targets during periods of geopolitical conflict.
Energy security is quietly becoming one of the more important variables in global asset allocation.
Large asset owners – pension funds, sovereign wealth funds, and insurers – are deeply exposed to sectors that depend on reliable, affordable power.
Artificial intelligence is forcing investors to rethink some of their most deeply held assumptions about the modern economy.
For years, markets rewarded companies built around software, data and digital platforms. But as AI accelerates the pace of technological disruption, attention is increasingly shifting toward businesses that appear less vulnerable to it.
Asia is home to some of the highest household savings rates in the world.
In several major economies across the region, individuals continue to hold a substantial portion of their wealth in cash or near-cash instruments. In some cases, that allocation approaches half (and more) of the household’s total assets
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