Monetary policy - behind the curtain
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Politics on the beach
Strategy Blog
In business, competitors often converge on the middle to capture the largest share of demand. Yet in politics, the opposite seems to be happening. Across the US and Europe, parties are moving away from the centre, while populist movements continue to gain ground.
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The economics of wanderlust
Company Insights
Travel in 2026 reflects a shifting economy: despite geopolitical tensions and high costs, demand remains resilient—driven less by growth than by the sector’s ability to adapt.
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Investment backdrop July 2026
Monthly Market Summary
Recent geopolitical tensions have had less impact on markets than many had feared. Lower energy prices have helped ease inflation concerns, while continued investment in artificial intelligence is supporting economic growth and corporate earnings.
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Eyes on the second half
Perspectives podcast
As we reach the halfway point of the year, markets continue to present investors with both opportunities and challenges.
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Five stock market talking points in 2026
Strategy Blog
It has been another eventful – and at times grim – year, but global equities have continued to climb the ‘wall of worry’, up by more than a tenth in dollar terms. Given we are approaching the 2026 halfway mark, we highlight five interesting stock market observations below.
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Art Basel Special: Art, Wealth & Legacy
Perspectives podcast
Recorded at Art Basel, this special podcast explores the intersection of art,wealth and legacy.