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26 March 2026
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Changes in the prevailing macro regime means investors must now consider geo-economic fragmentation, fiscal sustainability risks, the dominance of the AI theme, and the high concentration of market-cap weighted indices when making equity allocation decisions.
In 2026, investors will need to consider how to make sense of structural shifts that are playing out across economies, sectors, and regions. From the promises of AI to how to building resilient portfolios for a more multipolar world.
When allocating to global equities, investors often gravitate towards global large-cap stocks. This paper highlights the potential benefits of investing in global mid-cap stocks, contrasting them with the more commonly chosen large‑caps.
The traditional 60/40 portfolio, over the next 10 years, could deliver lower risk-adjusted returns than investors have become accustomed to. This report identifies six actions that investors can take to adapt their portfolios for today’s fragmenting world.
For the first time in human history, older populations are growing at a faster pace than the youngest cohorts, ushering in an unprecedented demographic shift worldwide.
With structural demand rising across energy, digital, and industrial sectors, commodities can offer more than just a diversification and inflation hedge. They may also present a pathway to differentiated returns.
Prediction markets are blurring the line between investing and speculation and savvy investors can profit from this trend by heeding the advice of famed investor, Benjamin Graham.
The Strait of Hormuz closure due to US-Iran conflict severely disrupted global energy supply chains. While various emergency measures mitigated the crude impact, the refined product market faces unprecedented stress.
Geopolitical instability and challenges with new gold discoveries mean we may be approaching a structural shortage of mineable gold, but what does this mean for gold's overall long-term availability?
In the face of recent market volatility investors continue to add to their ETF portfolios with these ETFs getting notable inflows, indicating that long-term fundamentals remain solid.
Democracies aren’t a given, and policymakers need to be mindful not to alienate communities and instead be more aligned with mainstream ideas and attitudes.
As private funds increasingly show signs of cracking and buckling under a complete lack of liquidity, the salespeople do their best to keep the cash pouring in from new investors.
Ambitious Australia joins a long line of reports examining research and development, finding Australia has fallen behind its peers on many fronts. It urges bold reform to address declining productivity and research spending.