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22 October 2025

Washington becomes a shareholder

Washington has begun to change how it engages with corporate America. Instead of relying only on subsidies and loans, the federal government is now taking direct stakes in listed firms at the centre of national security.

21 October 2025

EU regulation: what's new?

Examining regulatory changes, market dynamics and investor implications in the evolving EU sustainability landscape.

20 October 2025

Third quarter review - 2025

US equity markets kept breaking records in the third quarter, yet with a record 91% of fund managers believing US stocks are overvalued (BofA Fund Manager Survey), this may be one of the most hated rallies on record. As Peter Lynch once warned, far more money has been lost by investors trying to anticipate corrections than lost in the corrections themselves.

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