Slow food for thought

Insights and research on global events shaping the markets

A senior advisor at a US practice recently got back four to six hours of her week. Not through a restructuring or thanks to a new hire, but through automation that now handles what used to be meeting preparation. She spent those hours with clients. Her book grew. That story is quietly repeating itself across the industry, and it is just the beginning of what becomes possible.

This June, SpaceX is expected to list on Nasdaq at a valuation of $1.75 trillion, surpassing Saudi Aramco's 2019 debut as the largest IPO on record. Welcome to the most audacious IPO ever attempted.

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Fast food for thought

Insights and research on global events shaping the markets

From trillion-dollar rockets to crypto selloffs, the era of eye-watering numbers is here and it's moving fast. Each week, the Syz investment team takes you through the last seven days in seven charts.

Global equity markets fell broadly in the week ending 5 June 2026, with the MSCI ACWI down 2.2% as three headwinds converged simultaneously: a stronger-than-expected US jobs report that pushed Fed rate hike pricing sharply higher, Broadcom's below-consensus AI chip guidance that rattled the semiconductor complex, and renewed Middle East tensions as ceasefire efforts in Lebanon faltered. Technology and consumer discretionary bore the brunt of the selloff, while energy and financials outperformed. In Europe, defence stocks reversed sharply on de-escalation signals. South Korea was the worst-performing major market, with MSCI Korea down 5.3%, while China proved a rare exception, edging modestly higher.

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08/06/2026

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