The third quarter of 2025 saw most asset classes make gains pushed by easing trade tensions, AI euphoria, and the first but most likely not last rate cut of the year by the Federal Reserve. Equities delivered a strong performance with Asian markets in the lead. On the credit side Emerging Market debt was the strongest performer and France’s political turmoil continued to weigh on Europe. On the macro side, the focus is now on the cooling US labour market as payroll figures were revised downwards, and job creation declined.

AI build-out is a classic front-loaded capex cycle with back-loaded payoffs.

The broad trade-weighted dollar is down roughly 7% this year, and the forces driving that decline show no signs of reversing. But depreciation should not be mistaken to the end of its dominance.

A $100,000 fee per foreign hire is the new cost structure under the revised H-1B regulation, a policy shift that's turning Silicon Valley's talent pipeline into an expensive gamble.

Revolut recently launched a secondary share sale, leading to a staggering new valuation of US$75 billion. This milestone strengthens its position among the world’s leading neobanks and signals a new chapter for digital banking.

As President Trump’s tariffs trigger a wave of financial and diplomatic disputes, Asia’s largest powers are reassessing their alliances and strategic priorities, signalling a significant shift from the dynamics that have shaped the past decade.

On 10 September 2025, Oracle shares soared 36% in a single session, adding more than $230bn in market value. The rally rippled across the tech sector, lifting semiconductor and cloud infrastructure stocks, driving the S&P 500 and Nasdaq to record highs.

Where have we come from, where are we now, and where might we be headed?

America’s nest eggs are taking a risky turn. For the first time, ordinary Americans’ 401(k) plans—the backbone of retirement security for more than 60 million people—are being open to bitcoin and private equity.

Buy and Hold strategies with life-long holding periods have the potential to create a veritable fortune. This article explores how Ronald Read, a seemingly unassuming janitor taught himself how to invest like a pro, accumulating a fortune of almost US$8 million before his death in 2014.