Market Viewpoints

Extreme outcomes are easy to imagine and often dominate attention in uncertain times—but they rarely fully materialize.

AI capex arms race continues to accelerate. The companies that build and supply compute will dictate access, pricing, and deployment speed.

The US’s new tariffs have shaken up the global economy – but the AI boom is helping to hold things together

“Scepticism often spikes at the top — but it also tends to keep investors from participating in ongoing structural shifts.”

“Inflation is easing, equities remain resilient despite short-term volatility, and rate cuts are now firmly on the table.”