Why markets are watching rising defence spending
Higher defense spending will be closely watched by markets for its impacts...
Allocating beyond the US: Why diversification looks more compelling now
For much of the past 15 years, global investing felt deceptively simple:...
Asia's structural tailwinds come into sharper view
Asia-Pacific has been the region most severely impacted by the energy supply...
Energy self-sufficiency in the age of shocks
The Iran war has again raised the issue of not relying on resources from...
Higher defence outlays may reignite European growth – but pressurise bonds
Rearmament could stimulate economies, although investors should be wary...
