investment strategy
The Resilience Recipe: Unpacking Europe’s Decade-Long Growth Champions
An in-depth analysis of the FT’s ranking of Europe’s long-term growth champions, revealing the sectors and strategies driving a decade of success.
AI and the Economy: Separating Layoff Hype from Labor Market Reality
Are recent tech layoffs truly a sign of an AI takeover? This analysis separates economic reality from the hype, exploring the real impact on jobs and finance.
The Vatican’s Other Balance Sheet: Why an Ancient Institution’s Identity Crisis Impacts the Global Economy
An ideological clash within the Catholic Church between globalism and nationalism offers a crucial look into geopolitical trends impacting the global economy.
India’s Bull Run: Why the World’s Investors Are Doubling Down on the Indian Stock Market
India’s stock market is near record highs, fueled by strong GDP growth, the “China Plus One” strategy, and robust investor confidence. What’s next?
The Trillion-Dollar Blind Spot: Why Private Equity is Making a Big Bet on Women’s Health
Private equity’s profit-driven playbook meets the underserved women’s health market, creating a trillion-dollar opportunity for innovation and disruption.
The Katsu Principle: What Two Specialist Restaurants Teach Us About Modern Investing and Business Strategy
A restaurant review offers a profound case study in business strategy, revealing how the principles behind two specialist eateries can inform modern investing.
Beyond the Hype: Where to Find Real Value in a World Obsessed with Private Credit
Beyond the private credit craze, major shifts in media M&A and the space industry offer a glimpse into the future of the global economy.
Beyond Beijing: Why Australian Rare Earths Are the Hottest Ticket in Geopolitical Investing
The US-China tech war has turned Australian rare earth miners into global rock stars, creating a unique and powerful new trend for geopolitical investing.
The Post-American World: Singapore’s PM Warns of Turbulence, Here’s How Investors Should Prepare
Singapore’s PM Lawrence Wong warns of a turbulent transition to a multipolar world. Discover the economic implications and how investors can navigate this.
The Canary in the Coal Mine: What One Mother’s Skipped Meals Reveal About the Global Economy and Your Portfolio
A carer skipping meals is not just a social issue; it’s a critical economic indicator with profound implications for finance, investing, and the stock market.
The Ultimate Bull Market: Why Civil Disagreement is the Most Valuable Asset in Today’s Economy
The health of our economy is linked to our ability to disagree. Discover why civil disagreement is a vital asset for finance, investing, and innovation.
Beyond the BBVA Blip: Why Europe’s Banking Merger Wave is Just Getting Started
Despite BBVA’s failed bid for Sabadell, a powerful wave of consolidation is sweeping European banking, driven by profits, regulation, and fintech.