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          House View

          House View Update: Fed hikes back in focus

          Persistent inflation, shifting Fed projections and Kevin Warsh’s likely priorities point to a renewed tightening cycle.

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          by Martin Hochstein | 07/07/2026

          Equity

          From the pitch to your portfolio: building an investment strategy the winning way

          As football fans around the world turn their attention to the drama of the World Cup, the same question keeps coming up: what does it take to win consistently?

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          02/07/2026

          The China Briefing

          The A-H divide - cyclical or structural?

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          24/06/2026

          House View

          House View Q3 2026: Shock absorption​

          The global economy is bending under successive shocks, but not breaking. Our base case is resilience, but with a range of possible outcomes, selectivity matters.

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          22/06/2026

          US-Iran deal: reasons to remain cautious

          Amid a mooted US-Iran peace deal, markets are pricing a reduction in risk, not its removal – leaving the macro outlook more resilient, but still fragile.

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          by Christian Schulz | 15/06/2026

          The China Briefing

          From boom-bust to slow and stable bull market

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          09/06/2026

          Diversification Re-Engineered

          Diversification in the age of AI: a practical toolkit

          AI is concentrating markets in US and emerging market tech, weakening diversification and requiring more deliberate portfolio design.

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          The China Briefing

          How to invest in China Tech

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          19/05/2026

          The China Briefing

          (Half) Marathon World Record

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          04/05/2026

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