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Category: Investment Views

Rational exuberance?

Global equities look buoyant, but AI leaders aren’t yet in a true bubble and cheap…

A Second Wave

Red Sea disruptions may lift goods prices, but weak demand and steady oil make a…

Lights On For Investing In Battery Storage

UK grid batteries store cheap surplus power and sell it back at peaks, boosting energy…

Bonds Are Back, But Don't Write Off Stocks

Bonds are back with attractive yields, but equities still offer strong medium‑term return potential in…

China Property Crisis

Louis‑Vincent Gave analyses China’s real estate bust and what it means for the country’s wider…

Goldilocks Is Keeping The Bears At Bay

Resilient growth and China stimulus keep a slow‑growth Goldilocks backdrop supporting equities

Ditching The Dollar?

BRICS de‑dollarisation and central bank gold buying signal a slow shift from dollar dominance

The Robots Have Arrived

Generative AI is reshaping jobs, productivity and tech investing, but risks and valuations remain high