The UN has officially declared August 27th as World Lake Day to raise awareness about the importance of lakes and encourage their conservation. Let’s translate the respect for nature, into actions towards their care.
Strategies
3489 posts
We may look back at 2025 and recognize it as the moment AI stopped being a purely technological race. Instead. it became the central axis of geopolitical competition with the release of dueling AI action plans from the White House and Beijing.
The ability to make something out of what appears to be nothing is not just important in sports. In the business world and investing, it probably is even more critical. It is never over till it is over.
Retirement is not about putting an end to your dreams. It’s the time to build those dreams to completion, so make sure you have the financial wherewithal.
The framework aligns risk attribution with the way investors construct and manage portfolios — ensuring that risk insights reflect the investment process and are not dictated by the risk model construction.
How does one find and invest in companies that embody ethics, both in principle and action? Sometimes they are not on the front pages and you have to look longer, or harder, or smarter, to find them.
Demand for critical minerals is set to accelerate, driven by the rapid adoption of artificial intelligence in clean energy technologies, next-generation semiconductors and advanced digital infrastructure. Strategies for the same are likely to lead to further investment in exploration, refining and processing, thus reshaping supply chains and market dynamics.
Bananas are an interesting food for a number of reasons. But why would they matter to someone who is interested in the financial markets?
There is no dearth of remarkable purchases, being made at ridiculous price points, by different folks, for all sorts of reasons. For active participants in the investing world though, investments involve looking out for fees vs. returns to begin with.
Structuring equity portfolios to withstand macroeconomic uncertainty means rethinking geographic diversification, focusing on quality stocks, and positioning for secular tailwinds from broadening AI adoption and greater defense spending.
The recent large moves in the US dollar have brought the idea of currency hedging to investor attention. Currency hedging is often ignored when discussing international equity investments but this recent period of unusual currency moves (discussed in another insight) reminds us of the impact of currency risk.
In an environment where uncertainty is the only certainty, building resilient portfolios for a wide range of possible outcomes means diversifying differently with multi-asset strategies, real assets, and gold.