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Latest Wealth Management insights

The 2020s in historical perspective

Sir Niall Ferguson has spent his career explaining how economic history can help inform contemporary policy decisions. His latest theory, dubbed “Ferguson’s Law,” highlights how US fiscal profligacy threatens the durability of American power just as a second Cold War is emerging between the US and China.

Weekly house view | Bonds not Ha-PPI

From sunseekers to skill seekers: How countries are competing for global talent

It’s always sunny in Portugal!

Horizon 2026 – The race for resource sovereignty

Market insights

The 2020s in historical perspective

Weekly house view | Bonds not Ha-PPI

Horizon 2026 – The race for resource sovereignty

Weekly house view | Fed waiting for CPI to decide

Monthly house view | September 2026

Weekly house view | Biggest oil deal in history

Weekly house view | The “Bessent put”

Weekly house view | All eyes on Fed and retailers

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Trends

From sunseekers to skill seekers: How countries are competing for global talent

It’s always sunny in Portugal!

Power shift: investing in the electrification megatrend

What society is getting from drug innovation

How women are transforming philanthropy

Reviving an iconic family whisky business

From founder to investor: navigating the shift

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