Strategy Blog
Markets are preparing for a wave of megacap IPOs led by SpaceX, amid strong AI-driven optimism. While liquidity should absorb issuance comfortably, questions remain around valuations, passive investing, concentration risk and index influence.
Insights
The 51st Growth Equity Update from Patrick Wellington, Vice-Chairman of Equity Advisory.
Strategy Blog
Switzerland’s upcoming referendum to cap population at 10 million may tighten migration and risk EU ties, but economic impact likely limited, with living standards, markets and growth resilient over time.
Strategy Blog
CBO long-term US debt projections have improved since 2021 due to small assumption changes, highlighting forecast sensitivity, while rising bond yields reflect inflation and interest rate dynamics, not fiscal concerns.
Insights
In elite sport, as in investing, long-term success is rarely decided by single moments. What matters more are discipline, focus, and the ability to remain calm under pressure.
