deglobalisation

Deglobalisation, AI and electrification are colliding with years of underinvestment.

The era of easy money is over – here’s what matters now.

Our Partner & Investment Committee Chair Jason Coggins has written a short note on last week's tariff related move in markets. Enjoy!

With China’s growing power and recent market shifts, it’s time for investors to reconsider commodities over richly valued US tech

Rising inequality, supply chain risk and geo-political distrust have brought the decades-long march of globalisation to a halt. Deglobalisation is now creating winners...

China’s entry into the World Trade Organisation in 2001 saw an explosion of Chinese imports into the US (see chart). It is estimated that between 2001 and 2006...

It isn't every day you meet an investor with an Honours Degree in Scottish History. However, I recently spoke with Iain Fulton, the Edinburgh, Scotland-based...

Tennis staged its first ‘open’ tournament in 1968, when the British Hard Courts were staged at Bournemouth. The open tag meant professionals were welcome to play in...

It is, without question, the geopolitical quandary of our time. The US has led the global hegemony for more than two centuries. However, China's economy has grown at...