Mar 25, 2026
Oil has fallen back below $100 a barrel after reports that the United States has sent Iran a 15-point framework to end the conflict, delivered via Pakistan, with markets reacting quickly to even tentative signs of de-escalation.
Mar 12, 2026
US natural gas is likely to be a major winner as the Iran war fallout intensifies, and savvy investors will be eyeing the inevitable opportunities.
Feb 20, 2026
Southeast Asia has become one of the most important economic battlegrounds on the planet - and this week, the US won a decisive round.The consensus for years has been that ASEAN would drift inevitably into Beijing's orbit.
Feb 10, 2026
Bitcoin - like many other asset classes has been under pressure in recent weeks - but no other asset class is receiving the unbridled cheer from sections of the global financial media when prices fall.
Jan 27, 2026
This week is one of the most consequential earnings moments in modern market history.
Jan 16, 2026
As Donald Trump is set to attend the World Economic Forum's annual meeting in Davos, Switzerland, on Jan. 19-23, where he will lead the largest-ever U.S. delegation to the event, there are five things that, I believe, investors want to hear from the president.
Jan 7, 2026
The capture of Nicolás Maduro and Washington's takeover of Venezuela's oil sector reshapes the outlook for oil, US inflation and interest rates in ways that now sit at the center of global investment decision-making.
Dec 11, 2025
Trustees are portrayed as reacting to external forces. Their decisions shape product development, industry behavior, and the financial well-being of millions of retirees. The coming years will favor trustees who embrace this leadership role.