Author: Liv Thorne

26th May 2026
NVIDIA, Iran Relief and the Stagflation Test
Markets recovered as geopolitical pressure eased, but the rebound was not broad enough to signal a full all-clear. European equities rose just over 3%, the FTSE 100 ...
DISCOVER MORE
18th May 2026
Market Matters- The AI rally meets an inflationary reality
In summary? The near-term outlook remains constructive but more fragile than a week ago. Earnings momentum, AI capex and resilient US growth still provide support, ...
DISCOVER MORE
12th May 2026
A Trek across Norway’s largest Plateau 
In March 2027, an extraordinary team will attempt something never done before.  An unsupported, world-first Arctic crossing by four wounded veterans — three double ...
DISCOVER MORE
11th May 2026
Market Matters – New highs, a closed strait & the next moves for Iran…
Near term, investors should focus on US CPI, Iran’s response to the Hormuz proposal, the Trump-Xi meeting, and whether AI hardware leadership in Asia and US ...
DISCOVER MORE
27th April 2026
Market Matters- Earnings Trump Geopolitics, For Now
DISCOVER MORE
20th April 2026
IDAD Performance Report – Q1 2026
Another great quarter with 167 product maturities and 245 newproducts launched . This reflects the continued growth of ourstructured product business – the average ...
DISCOVER MORE
20th April 2026
Market Matters – Markets Get Ahead Of Themselves
1. Markets have likely run ahead of the geopolitical reality 2. Broadening participation supports the rally—but positioning has played a role 3. Equities vs bonds ...
DISCOVER MORE
7th April 2026
Market Matters – A Relief rally at last, but what has actually changed?
A relief rally, not quite a regime change: Markets bounced after a difficult March, but the rebound was driven by a temporary easing in geopolitical fears rather ...
DISCOVER MORE
30th March 2026
Its getting Uglier as Houthis join War : US Troops arrive in Persian Gulf
DISCOVER MORE
16th March 2026
Market Matters – War Rages on into third week
DISCOVER MORE
9th March 2026
Market Matters – War Rages On
Geopolitical escalation has reintroduced a meaningful risk premium, as the Iran–US–Israel conflict widened across the Gulf, disrupting regional infrastructure and ...
DISCOVER MORE
2nd March 2026
US and Israel attack Iran
Geopolitics has re‑emerged as a dominant market driver following coordinated US–Israeli strikes on Iran and the death of Ayatollah Khamenei. The resulting leadership ...
DISCOVER MORE