Slow food for thought

Insights and research on global events shaping the markets

On 23 June 2025, Holcim will separate into two distinct entities: Amrize and Holcim. Shareholders will receive one share of Amrize for each share of Holcim held (1:1 ratio). Amrize will comprise Holcim’s North America operations, while the remaining company—Holcim (RemainCo)—will retain all assets and operations outside the United States and Canada.

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18/06/2025

Leonard Lauder, chairman of Estée Lauder Companies and creator of the “Lipstick Index,” passed away on 14 June 2025. As the beauty industry reflects on his legacy, is his famous theory still relevant today?

Apple's ongoing Worldwide Developers Conference (WWDC) 2025 offered a glimpse into the company's future, marked by a significant user interface overhaul and a carefully orchestrated push into AI. However, for investors already holding a cautious stance on the tech giant, the event appears to have furthered existing concerns rather than alleviating them.

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12/06/2025

With over eight years in development and an estimated $2 billion budget, GTA VI may be the most ambitious cultural product ever made, and for Take-Two Interactive, the parent company of the game's publisher Rockstar Games, the investment seems justified. However, news that the game won’t hit shelves until 26 May 2026 sent Take-Two’s shares tumbling.

The UAE is rapidly emerging as a global AI hub, driven by large-scale infrastructure investments, strategic partnerships with leading US tech firms, and an ambitious national agenda to embed artificial intelligence across government, education, healthcare, and security.

A central bankers’ update

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02/06/2025

Earlier this month, a historic blackout hit Spain and Portugal, leaving 55 million in the dark for over 12 hours. Power’s back—but Europe’s energy system just got exposed.

While the recent Geneva trade agreement signalled an ease in US-China trade tensions, Beijing continues to quietly pursue a deeper strategic shift, building gold reserves and promoting the yuan to reduce dollar dependence and reshape the global monetary landscape on its own terms.

In May 2025, Trump’s Gulf tour secured major deals in defence, energy, AI, and more—marking a new era in US–Middle East strategic partnership.

Trump's plan to scrap the Framework for AI Diffusion set for 15 May in favour of a rule made to free American innovation and ensure US dominance in AI.

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14/05/2025

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