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Global markets enter 2026 from a position of strength, yet with complexities that demand a nuanced approach. The past year defied expectations of volatility and recession

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...