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The Human Side of Cross-Border Wealth: Life Decisions, Adviser Coordination and the Long View

Cross-border wealth planning means more than tax structures. Explore how adviser coordination and long-term thinking…

Latest Articles

Active Management, Thematic Investing and Portfolio Discipline

A case study exploring the challenges facing active equity managers, the benefits of thematic investing…

Healthy Rotation

Healthcare stocks are gaining momentum as earnings, innovation and attractive valuations fuel a potential long-term…

Liquidity and Markets

Roger Hirst and Michael Howell of CrossBorder Capital discuss how liquidity drives markets and shapes…

US Inflation Expectations Have Eased

US inflation expectations have normalised near 2%, supporting Fed rate cuts if they remain anchored

Record US Oil Production

US shale output is hitting records, keeping oil prices in check as SPR refills lag

The Oil Price & Geopolitical Risk

Oil has remained range-bound despite Middle East tensions, reflecting more diversified supply and reduced global…

Shipping Costs Are Surging

Red Sea disruptions are lifting shipping costs, but the inflation hit is far below the…

Brace For A ''FOMO'' Rally?

US money market assets are at record highs, implying large cash overhang that could support…

A Second Wave

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

The Fed's Pivot Should Boost Gold

Gold’s strong risk-adjusted returns and post-rate-hike tailwinds point to further upside despite its polarising reputation

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