Money is moving stronger than ever between the Gulf and Asia. In 2025, Gulf sovereign wealth funds sent about 40% of their international investment into Asia, showing how important the region has become (IISS, 2025). A lot of this activity is being driven by major projects in Saudi Arabia and the UAE, with more than […]
Fintech Infrastructure as an Asset
Fintech infrastructure is no longer just the backend plumbing behind financial services. It has become a valuable asset class in its own right, providing the core rails that support the digital economy. Instead of focusing only on consumer-facing fintech apps, investors are increasingly backing infrastructure-led businesses with more durable and defensible revenue models, including banking-as-a-service, […]
Alternative Data & Alpha in 2026
So where does alpha come from now? Increasingly, it comes from alternative data In 2026, alternative data has become a core competitive battleground for generating alpha, due to the significant benefits that it offers when it comes to predicting trends. The global alternative data market was valued around USD $11.7 billion in 2024 and is […]
Leveraging AI for Operating Leverage
Artificial Intelligence is no longer just a technology trend, it is becoming core infrastructure for modern investment firms. In capital markets, where margins, speed, and precision matter, AI is transforming how firms create operating leverage. Artificial Intelligence (AI) has moved from a niche technology to a requirement function of modern business strategy, with 88% of […]
The Rising Australian Dollar
Over the past year, the Australian dollar has strengthened notably against major global currencies, reaching over the US$0.70 mark in early 2026. This represents its highest level since February 2023. But what has been driving this move, and why has the AUD outperformed many of its global peers? The answer lies in a combination of […]
