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Update Magazine

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    • Blog - China
    • Investable Theme - Embracing Disruption
    • Investable Theme - Navigating Rates
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          Navigating Rates

          How a prolonged Hormuz blockage shapes the outlook

          Disruptions to Middle Eastern energy markets – most critically around the Strait of Hormuz – have tightened supply and pushed prices higher.

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          by Jingjing Chai , Frederik Fischer | 12/03/2026

          The China Briefing

          Beyond the oil

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          12/03/2026

          Embracing Disruption

          Energizing autonomy: Europe’s new power play

          Europe has entered a moment in which sovereignty is no longer a lofty political ideal but a pressing strategic imperative. Europe’s energy transition has evolved from primarily an environmental agenda into a core pillar of strategic autonomy.

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