North America

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

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

2 weeks ago

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

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

3 weeks ago

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

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

4 weeks ago

Otaviano Canuto: The US Economic ‘K’

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

1 month ago

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

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

1 month ago

The Cost Curve That Is Squeezing Coal and Gas

By the end of 2025, the energy transition’s most persistent objection — that renewables cannot be relied upon when the…

1 month ago

2025: When Markets Made Renewables Dispatchable

For years, the energy transition was argued as much on ideology as on engineering. Supporters framed renewables as a moral…

2 months ago

Can Google Escape Nvidia’s Gravity?

If Gemini’s training run proves anything, it is that Google’s in-house silicon is no longer a science project. The bigger…

3 months ago

Barrow Hanley: Insights from a Global Value Investing Leader

Cory Martin, CEO of Barrow Hanley Global Investors, reflects on the firm’s growth, its value investing philosophy, and how technology…

3 months ago

eCapital: Scaling Capacity, Expanding Reach, and Redefining SME Finance

With syndicated lending capacity reaching $2.6bn and a growing international footprint, eCapital is reshaping how small and mid-sized enterprises access…

4 months ago