geopolitics

Seneca said, ‘Luck is what happens when preparation meets opportunity.’ H1 2025’s Regime Change requires building your own luck.

Geopolitics, oil and what it all means for markets and global listed infrastructure.

Trade-related uncertainty is already hurting confidence, including in the US, before the “real” impact of tariffs hits.

Grow old enough and you have seen most movies before. You know the murderer. You know how it all ends. You know to run when the cat appears.

With new alliances and emerging markets offering fresh investment opportunities, is BRICS+ quietly shaping the future of global growth?

Geopolitics now dominates debate in the financial market. I agree that it matters, but frame the underlying thematic differently to most.

Lazard's chief market strategist Ron Temple updates his views on the US economy, China, fixed income, and geopolitical risk.

In this wire, Janus Henderson CEO Ali Dibadj provides his perspective on what geopolitical developments mean for investors.

Wars, embargoes, rates roil markets

For many, this Cold War is their first rodeo in the propaganda arena. It is a crowd-pleaser, which astute investors can harness for alpha.

This week's interviewee is one familiar to long-time viewers and readers of the Livewire website.

China's planned export controls are expected to trigger some graphite stockpiling due to supply uncertainty for EV battery makers.

This week’s charts begin with a visualisation of how the biggest stocks, mostly tech, have driven the S&P 500’s recent gains.

Being able to turn on a light is dependent on the stability of each link in what is a long, complex energy supply chain. An issue affecting any of these links can...

This is a busy time of year for me. There is the Australian reporting season, the US third quarter reporting season, and the conference season. Last week was...

Being able to turn on a light is dependent on the stability of each link in what is a long, complex energy supply chain. An issue affecting any of these links can...

Fears of a global recession have waxed and waned since the pandemic hit more than two years ago. As government policies and bond-buying propped up economies around the...

The Weekly S&P500 ChartStorm is a selection of 10 charts which I hand pick from around the web and post on Twitter. The purpose of this post is to add extra color and...

After coronavirus vaccines made biotech the standout performer in 2020, the sector has faced a major reckoning this year. So is now the time to snatch up a bargain? In...

Through no prescience (rather a lack thereof) on our part, members of the Avenir team spent all last week in Hong Kong. While our primary purpose for being there was...