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Investable Theme - The Age of AI Disruption
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risklab

Ceasefire opens Strait of Hormuz: market implications

A two-week US–Iran ceasefire is set to reopen the Strait of Hormuz, easing supply concerns and pushing Brent crude prices lower. However, uncertainty remains.

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The US dollar, oil and gold: changing dynamics?

The Middle East crisis has disrupted the market dynamics of the US dollar, oil and gold, underscoring the need for tactical flexibility and for investors to build resilient portfolios that are not necessarily reliant only on historic correlations.

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How infrastructure secondaries can be additive to an investor‘s portfolio

While secondaries have long been commonplace in the private equity sector, the secondary market in infrastructure equity is still in its early days but evolving rapidly.

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AI Disruption

The AI cycle meets the power of predictable income

The investment landscape in 2026 is shaped less by the question of whether artificial intelligence will transform the economy, and more by who will ultimately be able to monetize that transformation.

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AI Disruption

Reel Returns: Investing in the AI Entertainment Revolution

Robots are no longer just sci-fi movie stars. They’re moving behind the camera and into the studios. A new era of filmmaking is ready for its closeup.

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House View

House View Q2 2026: Holding the line

Global markets enter the second quarter navigating a more complex backdrop than many expected at the start of the year. Growth slows yet stays resilient; sticky inflation could delay rate cuts and keep policy tight. We prioritise selective duration, quality carry, AI linked equities and remain cautious on the US dollar.

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Embracing Disruption

From Iran tensions to European resilience: investment implications

Recent geopolitical developments in the Middle East, including the war in Iran, reinforce the importance of strategic autonomy and resilience for Europe.

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European imports: greener and cheaper?

Europe has stepped up its decarbonisation ambitions, with phase two of the Carbon Border Adjustment Mechanism. We explore what this means for importers.

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Navigating Rates

Global tech: 5 themes for 2026

2025 may well be looked back upon as a historic inflection point for tech, and artificial intelligence (AI) in particular, with breakthroughs in model capabilities, surging adoption, and unprecedented capital investment.

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