The Great Rebalancing: Capital Allocation in an Age of Fragmentation and Convergence

2 days ago
marten

After a long stretch in which US markets served as the default setting for global portfolios, 2026 is beginning to…

The Dissonance of Davos 2026: Capital Allocation in an Age of Fragmentation and the AI–Energy Nexus

4 days ago

The World Economic Forum’s 56th Annual Meeting opened beneath the banner of “A Spirit of Dialogue”. What emerged in Davos-Klosters…

Leadership at the Helm of Kenya’s Renewable Power Champion

1 week ago

KenGen’s executive team brings together deep technical expertise, financial discipline, legal rigour and strategic foresight to steer East Africa’s foremost…

KenGen Powering East Africa’s Clean Energy Future

1 week ago

Kenya Electricity Generating Company PLC (KenGen) stands as East Africa’s leading power producer, entrusted with the mandate to develop, manage…

The “Sell America” Trade Returns — With Greenland at the Centre

1 week ago

A familiar market pattern reasserted itself on 20 January 2026: the dollar slid, Treasury yields rose, US equities fell sharply,…

Heat Pumps That Pay: How Industrial Process Heat Is Becoming a Cost-Saving Asset

2 weeks ago

Table of contents Why industrial heat is now a balance-sheet issue 1) The commercial frontier: process heat up to ~200°C…

Otaviano Canuto: The US Economic ‘K’

3 weeks ago

Global GDP growth has proven resilient in 2025, despite the shocks caused by the trade policies implemented by United States President…

Trump Targets Wall Street Landlords, Putting Private-Equity Underwriting on Notice

3 weeks ago

A proposal to bar large institutional investors from buying single-family homes has jolted real-estate equities and reopened a long-running political…

The Venezuela Trade: Markets Move Faster Than Politics

4 weeks ago

The overnight capture of Nicolás Maduro has jolted geopolitics — and, almost immediately, reset the investment debate around Venezuela’s reopening.…

Rolex vs Watch Flippers: How Certified Pre-Owned Became a Weapon of Pricing Power

4 weeks ago

Rolex has finally confronted the watch flipper economy — not by flooding the market or cutting prices, but by tightening…