AnalysisFeatured
The Rise of Sovereign Wealth Funds
Sovereign wealth funds are increasingly deploying capital into emerging markets, reshaping the global investment hierarchy.
10 April 20266 min read
Read ArticleIntelligence & Analysis
Global Insights
In-depth analysis and perspectives on foreign direct investment, financial services, and the forces shaping global capital markets.
4 More Articles
Analysis4 Apr
Dollar Dominance in a Fragmenting Global Economy: A Cross-Asset Analysis
Despite decades of predictions about dollar decline, the greenback remains unchallenged as the world's reserve currency. We examine whether de-dollarisation is a structural trend or a geopolitical narrative.
11 min read
Analysis26 Mar
Political Risk Framework for FDI Decision-Making in Emerging Markets
From electoral uncertainty to regulatory reversals, political risk remains the most underpriced variable in emerging market investment. We present a practitioner's framework for assessment and mitigation.
10 min read
Analysis17 Mar
Interest Rate Sensitivity: Cross-Asset Positioning for Q2 2026
With central banks signalling divergent paths, we model the interest rate sensitivity of major asset classes and identify where institutional portfolios are most exposed to repricing risk.
9 min read
Analysis4 Mar
Private Markets Liquidity: The Coming Reckoning for Illiquid Portfolios
Pension funds and endowments face an overallocation to private assets accumulated during the zero-rate era. We analyse redemption pressure, secondary market dynamics, and the path to rebalancing.
10 min read