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In charts: Active management reigns on Wall Street this year

The S&P 500 is almost perfectly flat so far in 2026, which might look reassuring at first glance. Yet more than 100 companies have already swung by more than 20%, one way or the other.

Can ChatGPT and Grok beat the market?

Active management is losing influence amid current trends. And as if that wasn't enough, it turns out that large language models may even do better than the indices.

Weekly recap: a long speech, a long saga, a long series

🎯 The 5 stories of the week Marathon speech Donald Trump delivered the traditional State of the Union address this week. The nearly two-hour speech focused on domestic issues. It was, for example,...

With the "bromance" over, the tech bosses are facing more hostility from Washington

It is not just Wall Street that is worried about AI's impact.

The Week's Best Reads: Luxury, AI, Karl Marx and Super Narratives

Giorgio Armani has thrown luxury into disarray and the stock market loves stories - especially apocalyptic ones.

ETF: put momentum in your portfolio

This week, the focus is on an equity index built around the European stocks with the strongest upward trends, overweighting high-momentum names and underweighting those losing steam, to amplify...

You don't own enough LatAm

MSCI LatAm delivered +56% in 2025 vs. 16.3% for the S&P 500. The AI-driven tech rotation into real assets has collided with three structural drivers in LatAm for a decade-long bull run. And you're...

The Bias Workshop: This Is Not Occam's Razor

The picture is enough to raise a smile. A very real razor, set against a neutral background, accompanied by a caption that denies what it shows. An obvious nod to Magritte: the representation is not...

Asia is comfortably outperforming Wall Street in 2026

The performance gap between Asian and Western equities is widening in 2026. In Seoul, the Kospi has soared 44%, for example. Meanwhile, in Taipei, the TWSE has +25% an finally, in Tokyo, the Nikkei...

Sections 122, 232, 301, 338… the big tariff bingo

The Supreme Court has struck down most of the tariffs imposed by Donald Trump. But the US president still has other cards to play.

Citrini Research's prophecy rocks Wall Street

You've probably never heard of Citrini Research. It's one of many finance publications hosted by Substack . Citrini pulled off a clever stunt yesterday by publishing a fictional study on what...

Tariffs: how the White House tripped over its own feet

The White House loves to dramatise the stakes. But it is a double-edged strategy.

The Arctic could become Beijing's biggest geopolitical win

At the top of the world, where the ice is retreating, Beijing is moving in. While the major Western powers squabble over American imperialism in Greenland, China is already drawing its lines on the...

3 Swiss equipment suppliers in the semiconductor industry

Already essential and highly strategic, semiconductor industry sales are expected to rise by over 25% to reach $1,000 billion this year-staggering growth at that scale. The Swiss stockmarket features...

Trump announces a 10% global surcharge after Supreme Court setback

Just hours after the Supreme Court struck down his reciprocal tariffs, Donald Trump announced the forthcoming introduction of a 10% global surcharge. The new measure would be added to taxes already in...

US Supreme Court Strikes Down Donald Trump's Tariffs

The US Supreme Court has struck down a large share of the tariffs imposed by President Donald Trump, triggering a sharp rebound in major global stock indexes.

Five European countries launch LEAP initiative to strengthen air defence

France, the UK, Germany, Italy and Poland are joining forces to rapidly develop low-cost air defence systems to counter drone and missile threats.

This week's best articles: Rubio in the spotlight, France was right, Big Oil goes back to basics

From Venezuela to Cuba, Marco Rubio has been calling the shots in recent weeks. The US Secretary of State has gradually established himself as a key figure in the Trump administration. An...

Defence 2.0: Next great catchup trade?

NATO allies agreed to spend 5% of GDP on defence by 2035. Most only just hit 2%. The 2022-2024 defense rally rewarded obvious names across the board. The second leg, however, will reward precision.