Hot Topics
A brand investment strategy: 2026 update
The BrandZ Global Top 100 report was released at the end of June, and it showed that Google reclaimed the honour of being the most valuable brand in the world. Generally, brand values climbed, with the Top 100 adding 22% in brand value to surpass $13 trillion in total in 2025/2026.
11 August 2026
Hot Topics
RAMifications of the global memory shortage
In early 2026, the global technology supply chain encountered a severe structural bottleneck in random access memory (RAM). This global shortage of memory chips, at first glance, may appear to be another cyclical swing in the semiconductor industry. However, where previous shortfalls have been driven by supply/end-user-demand mismatch, this shortage is being driven by AI infrastructure appetite, not consumer demand. Memory manufacturers are thus redirecting capacity towards high performance products used in data centres, leaving less supply for everyday electronics. Prices for standard memory have risen sharply, margins have shifted unevenly across the technology stack, and investment risks and opportunities are being re priced.
30 April 2026
Hot Topics
Rare earth minerals- Not that rare, but that important
Rare earth minerals, colloquially referred to as “rare earths”, have become a major talking point this year. These rare earths have emerged as one of China's main bargaining chips in trade negotiations with the United States (US) as it seeks less constraining trade terms with the Trump administration. The term has seen a surge in lookups over the last eight months per Google trends as investors and economists, as well as the broader public, seek to come to grips with the importance thereof.
30 September 2025
Hot Topics
Healthcare REITs: Health(y) diversification benefit
Healthcare REITs, which play a vital role in the commercial real estate market, own, operate, manage, acquire, and develop healthcare-related real estate. These include senior living communities, hospitals, medical offices, outpatient facilities, life science innovation and research properties, as well as skilled nursing facilities. In general, the sector is underpinned by consistent demand and long-term leases with high-quality tenants. Healthcare providers, tethered to population hubs, are a "captive audience" for landlords, making healthcare real estate a resilient and stable investment option.
27 May 2025
Saving and Investing
Resetting the world order
As investment professionals our job is largely to distinguish the signals from the noise, a challenging but for the most part, manageable endeavour. When Donald Trump took office on 20 January 2025, (to quote Richmond Fed President Tom Barkin) a dense fog descended over global markets - and indeed global politics.
07 April 2025
Hot Topics
A brand investment strategy: 2026 update
The BrandZ Global Top 100 report was released at the end of June, and it showed that Google reclaimed the honour of being the most valuable brand in the world. Generally, brand values climbed, with the Top 100 adding 22% in brand value to surpass $13 trillion in total in 2025/2026.
11 August 2026
Hot Topics
RAMifications of the global memory shortage
In early 2026, the global technology supply chain encountered a severe structural bottleneck in random access memory (RAM). This global shortage of memory chips, at first glance, may appear to be another cyclical swing in the semiconductor industry. However, where previous shortfalls have been driven by supply/end-user-demand mismatch, this shortage is being driven by AI infrastructure appetite, not consumer demand. Memory manufacturers are thus redirecting capacity towards high performance products used in data centres, leaving less supply for everyday electronics. Prices for standard memory have risen sharply, margins have shifted unevenly across the technology stack, and investment risks and opportunities are being re priced.
30 April 2026
Hot Topics
Rare earth minerals- Not that rare, but that important
Rare earth minerals, colloquially referred to as “rare earths”, have become a major talking point this year. These rare earths have emerged as one of China's main bargaining chips in trade negotiations with the United States (US) as it seeks less constraining trade terms with the Trump administration. The term has seen a surge in lookups over the last eight months per Google trends as investors and economists, as well as the broader public, seek to come to grips with the importance thereof.
30 September 2025
Hot Topics
Healthcare REITs: Health(y) diversification benefit
Healthcare REITs, which play a vital role in the commercial real estate market, own, operate, manage, acquire, and develop healthcare-related real estate. These include senior living communities, hospitals, medical offices, outpatient facilities, life science innovation and research properties, as well as skilled nursing facilities. In general, the sector is underpinned by consistent demand and long-term leases with high-quality tenants. Healthcare providers, tethered to population hubs, are a "captive audience" for landlords, making healthcare real estate a resilient and stable investment option.
27 May 2025
Saving and Investing
Resetting the world order
As investment professionals our job is largely to distinguish the signals from the noise, a challenging but for the most part, manageable endeavour. When Donald Trump took office on 20 January 2025, (to quote Richmond Fed President Tom Barkin) a dense fog descended over global markets - and indeed global politics.
07 April 2025
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