Investments

Shadow banking: a double-edged sword for modern investors

Adriaan Pask, Chief Investment Officer at PSG Wealth, highlights what investors need to know about the risks, rewards and regulatory gaps in this non-bank $256 trillion sector.

Middle East tensions increase stagflation risk – and what this means for asset classes

Despite recent diplomatic peace efforts from the US, the Iran/US conflict is now moving into its fourth week, and the situation remains extremely volatile. As the days tick by, risks of a stagflationary environment – where low growth and high inflation coincide – are increasing. This economic scenario has far-reaching impacts for investors, particularly regarding the counterintuitive way certain asset classes may respond.

Macroscope: Is the Iran crisis an early 2020 moment for markets?

Navigating a World in Flux: Iran Conflict Adds Fuel to Gathering Risks for US Dominance

As the US–Iran conflict pushes oil prices above $100 and the Strait of Hormuz remains effectively closed, near-term market shocks are compounding seven more serious structural threats to US global dominance, with significant implications for investor portfolios.