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Technology, Institutions and Investment: Lessons from Nobel Laureates The dominant theme in markets this year has been the transformative potential of technology. From cloud infrastructure to artificial intelligence, IT...

This month’s long read explores the rising stagflation risks in the UK and the US, driven not by commodity shocks but by domestic policy measures. With inflation accelerating despite...

A $250 billion reappraisal Oracle’s first-quarter results appeared underwhelming at first glance. Revenue came in just below consensus, and earnings per share missed expectations. For a company of Oracle’s...

This month’s long read focuses on the growing challenge of debt sustainability across developed and emerging markets. With deficits entrenched and interest costs rising, we examine how fiscal dynamics...

This month’s long read explores the increasingly important role of currency strategy in multi-asset portfolios. While US equities have regained leadership and market sentiment has stabilised, shifting FX dynamics...

The Saranac Investment team discusses what markets are discounting for the second half of the year, the continued absence of a growth slowdown, and how evolving geopolitical risks and...