geopolitics

As AI drives power demand, hear Jason explore the energy war, semiconductors, P.Credit, geopolitics, CCY, capital flows & where to allocate.

A fragile ceasefire hides rising inflation, weaker growth and lasting geopolitical shifts set to reshape markets and returns.

A multipolar world shaped by energy security, industrial policy, and geopolitical risk.

It’s hard to make a confident call without the timeline — here’s the most likely resolution date and our 3-phase playbook to profit from it

What happens to oil, equities and markets when war erupts? Bell Potter strategist Rob Crookston explains the playbook for investors.

Gold’s record highs are less about fear and panic and more about portfolios needing to diversify.

Beyond AI, Jason shares insights on Asia’s rise, the U.S.–China capex push, AUS energy constraints & the structural shifts shaping markets.

This year has already delivered more than its fair share of market episodes and once-in-a-decade events.

Geopolitical storm in the making: China is in the midst of building the world's largest hydro power project upstream from rival, India.

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