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As AI revolutionises the way software is built, investors are rethinking long‑held views on the sector’s resilience — with new tools lowering barriers to entry and testing the strength of once‑dependable margins.

Following Trump’s nomination of Kevin Warsh as the next Fed chair, what could this mean for interest rates, markets, and the future of Fed independence?

Sanae Takaichi, Japan’s first female prime minister, entered office with ambitious plans to revitalise the Japanese economy. With a snap election now under way, we look at what investors are watching across bond markets, the yen and Japan’s shifting fiscal policy.

Is a more interventionist US policy the new normal? Following the US military operation in Venezuela, we examine what Washington’s drive to secure strategic resources means for geopolitics and markets.

Is a more interventionist US policy the new normal? Following the US military operation in Venezuela, we examine what Washington’s drive to secure strategic resources means for geopolitics and markets.

Rapid adoption of new technologies sees China economically leapfrogging its competitors worldwide, while US tariffs have created headwinds for its much-lauded integrated supply chain.

Trade friction and an extended government shutdown have skewed recent economic data. But next year, as tariff turbulence subsides, investment broadens and monetary policy eases, real GDP growth could accelerate, signalling the start of a new business cycle.

Trade friction and an extended government shutdown have skewed recent economic data. But next year, as tariff turbulence subsides, investment broadens and monetary policy eases, real GDP growth could accelerate, signalling the start of a new business cycle.

After several years battling headwinds in the form of low growth and inflation, amplified this year by US trade tariffs and a strengthening euro, the Eurozone enters 2026 with more stable economic prospects, thanks to a resilient labour market, lower interest rates and increased fiscal spending.

Will cryptocurrencies ‘come of age’ and become an everyday store of wealth, like traditional bonds, equities and gold?