Latest multi-asset & multi-strategy thinking
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Strangled strait
27 Apr 2026
With Iran and the US competing to block the Strait of Hormuz, oil, gas and fertiliser trade disruptions are impacting markets.
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The week in markets
24 Apr 2026
Solid growth and earnings met renewed geopolitical reality as energy prices climbed and markets reassessed their recent complacency.
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Tech’s tightening grip: What rising US stock concentration means for equity investors
8 Apr 2024
Soaring technology share prices have driven US stock market concentration to unprecedented levels and pushed the US market to a record premium relative to other markets. While both trends could persist, investors need to be aware of the implications, argues Joao Toniato.
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