The Weekender

The Weekender looks at the growing strategic importance of real assets, the upside to phone-fasting and asks: who wins from the AI rotation?

The Weekender looks at the implications of fiscal expansion in Europe as the US deleverages, including prospects for a supercycle in commodities, re-leveraging of the US private sector, and what governments see in rare earth minerals that the market cannot.

The Weekender continues looking at the implications of military Keynesianism and a fiscal put emerging in Europe.

The Weekender looks for evidence to sustain the comeback potential of Europe and China, while asking what matters most for US policy drivers and what can investors do if range-bound markets and inflation volatility both persist.

The Weekender asks: who wins as intelligence commoditizes, what role does uncertainty play on asset values, and what might the Chinese Zodiac tell us about tariffs and trade-wars?

Inspired by a new US initiative (and a similar one trialed in the UK at the turn of this century), The Weekender assesses how we might improve financial literacy and kick-start an investment and equity culture.

On the verge of a new US administration, The Weekender returns for 2025, looking at lessons that may be drawn from historical disruptors – and how a potential 'vibe-shift' to founder-led dynamism could accelerate thematic trends.

The Weekender discusses Australia’s move to age-gate social media, highlights some unforeseen consequences, and is further inspired by Argentina’s successes under Milei.

The Weekender explores what outcomes we might expect from an ‘entrepreneurial approach to government’. We live in fascinating times.

The Weekender looks at potentially meaningful market developments bucking modern society's demands for instant gratification.

The Weekender reflects on key themes (both said and unsaid) from a fortnight of global travel and discussion.

The Weekender continues exploring the comeback potential of China and commodities in the light of dramatic policy moves, identifies where the ‘pain trade’ is higher and uncovers a new potential catalyst for gold that few seem to be discussing.