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          Thematic Pulse

          Heat – the new supply shock

          El Niño is turning heat into a new supply shock, with the main investment implications in agriculture, water infrastructure and grid resilience as higher temperatures pressure food output, water loss and power systems.

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          by Nedialko Nedialkov | 7 days ago

          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

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