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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 look like a turning point. Concentration risk, stretched valuations, fiscal strain, and a rewiring of supply chains and reserves are
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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, and investors rushed into precious metals. This is the classic “sell America” trade — and its reappearance says less about
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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 Why 200°C is financially meaningful A CFO-style payback lens (illustrative) 2) The breakthrough beyond 200°C: sound-driven thermoacoustic heat pumps Why
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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 Donald Trump in the first year after his return to office. The gloomy projections offered by multilateral and private institutions in
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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 argument: is housing unaffordable because capital is crowding out families—or because the US simply does not build enough homes? On
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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 sun sets and the wind drops — looked far less convincing. Not because politicians mandated a new outcome, but because
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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 imperative; critics framed them as an expensive, unreliable add-on that would always need a parallel fleet of fossil backup. In
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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 question for markets is whether TPUs can bend the economics of AI at scale—and, in doing so, redraw the cloud
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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 and ESG considerations are shaping the future of asset management. Cory Martin’s Journey at Barrow Hanley For the second consecutive
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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 working capital. Its formula combines scale, speed, and a people-first approach — positioning the firm as a reliable partner in
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