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Insights
05 Feb 2026
MARKETS IN A NUTSHELL — FOR JANUARY 2026
January started with a geopolitical bang, and the world’s risk premium rose - forcing markets to price a world in which alliances appear more transactional and institutions more exposed to politics. In this month’s…
04 Feb 2026
MARKETS IN A NUTSHELL — FOR JANUARY 2026
January was a stark reminder for investors that geopolitics is more than background noise. The year started with a geopolitical bang and the world’s risk premium rose. Markets advanced through much of the month,…