Perspectives

This month we discuss the wild market ride sparked by Trump’s tariff policy gyrations.

We sit down with Alex Ikonn, Co-Founder and CEO of Intelligent Change, to explore the deeply personal journey behind building a brand that has helped millions cultivate gratitude and intentional living. From being fired from a banking job to launching the Five Minute Journal and curating transformational wellness experiences, Alex shares how moments of adversity, purpose-driven product design, and a belief in inner growth shaped the foundation of Intelligent Change.

At the start of 2025, we published our Top 10 Market Themes which we believed would influence the markets in the coming year and identified the assets best positioned to capitalise on these opportunities. Now, four months into the year, we revisit each of the ten themes, and assess what’s played out so far.

European defence stocks have soared since Donald Trump’s return to the White House. In this article, our Research Team explores how European defense equities are gearing up for increased investment and growth opportunities in the evolving security landscape.

Gain firsthand insights from Silicon Valley’s top visionary founders, investors, and industry leaders on the AI, robotics, and venture capital trends shaping the valley.

This month we discuss the market volatility in March, the new US tariffs—both implemented and announced, developments in the Russo-Ukrainian war, the latest economic data, and the outlook for the almighty US dollar.

This month we discuss the violent equity rotation from the US and growth to Europe, EM, and value, America’s hard-line trade revisionism, falling bond yields, and developments in Ukraine.