Think about the last time you video-called someone. Every pixel of that call – your face, their face, the background – travelled as pulses of light through a glass fibre thinner than a human hair.
Not electricity. Not a radio signal. Actual light, moving at 300,000 kilometres per second, carrying your conversation across the city or across the world in the time it takes to blink.
That’s photonics…
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 MoreWhen missiles fly in the Middle East, most people think about oil. But there’s another commodity getting caught in the crossfire… One that quietly underpins modern civilisation, and which just had one of its biggest price weeks in years.
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 MoreFor years, SanDisk (NASDAQ: SNDK) was the brand behind your camera’s memory card. Then, suddenly, it became one of the best-performing AI stocks in the market – soaring more than 1,200% in just 12 months. What changed?
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 MoreSomething unusual happened recently in the US markets. Commercial real estate stocks were slammed so hard you’d think we were back in 2008. One major brokerage name suffered one of its worst days ever – rivalling the carnage of Covid and the Global Financial Crisis. Meanwhile, trucking and logistics stocks were hit as if demand had collapsed overnight. But it didn’t.
There was no recession announcement. No credit freeze. No oil shock.
The trigger? AI
There 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.
Read MoreIf you only follow the headlines, you’d think the AI story begins and ends with Nvidia. And to be fair, Nvidia has earned its place. It built the picks and shovels for the first phase of the AI boom. GPUs became the default engine for training giant models, and Nvidia rode that wave brilliantly. But markets move on. And right now, something important is happening under the surface.
Read MoreFor the past two years, artificial intelligence (AI) has mostly been about brute force. More data centres. More powerful chips. More electricity. Bigger budgets. That phase isn’t ending — but something important is changing.
Read MoreWe are, as the saying goes, living in strange times. But while it’s impossible to predict exactly what lies ahead, we can identify the major trends shaping the landscape—and position ourselves accordingly. Here are the three trends I believe will define 2026—and what they mean for your portfolio.
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