If you’ve been following markets lately, you’ll know that AI chips have become some of the most valuable assets in the global economy. But as we move through March 2026, the conversation is changing. It’s no longer just about who can build the smartest AI. It’s about who can actually get the hardware to run it. And that requires something like silicon!
Read MoreThe shift from a “shadow war” to open conflict in early March 2026 has quickly altered the global economic outlook for the year.
What began on February 28 with targeted U.S. and Israeli strikes on Iranian security and nuclear infrastructure has escalated into a broader regional confrontation. For investors, the geopolitical risk premium has moved from an abstract concept to a key driver of market performance.
For years, Artificial Intelligence has in many ways been “the future.” Yes, we marvelled at early generative models that could write poems, create pictures and video or suggest code, but there was always a fundamental disconnect between AI and real work. AI was a destination—a tab you opened, a box you typed into, and a service that waited for you to speak first.
Read MoreNATO spending targets have shifted from 2% of GDP to as high as 5%, with some analysts suggesting even higher allocations during the initial build-out phase. When policy moves at this scale, industries tied to that spending tend to reprice. European defence is one of them.
Read MoreThere are few people as prone to conspiracy theories as commodity traders. Be it the idea that as much as one-third of the reported gold in vaults is just gold-plated tungsten, that most of US foreign policy is driven by oil, or that major banks hoarded aluminium to boost the price—costing consumers as much as $5 billion. But few markets attract more suspicion—or more drama—than silver.
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