analysis
Investment chiefs urge a reset as AI risks and inflation shocks shatter traditional safe havens
The multi-trillion-dollar scramble to fund AI infrastructure is driving up borrowing costs, deepening the rout in government bonds.
Oct 7, 2026
Tag: inflation
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.png&c=1&h=298&q=80&v=20261015&w=530 "Fed's hawkish turn drives $600m of Asian wealth into short debt, Fidelity’s lead manager says")
Fed's hawkish turn drives $600m of Asian wealth into short debt, Fidelity’s lead manager says
As central banks resume tightening, James Durance touts 'career-high' yields and daily liquidity to family offices, while warning that a flood of AI-driven debt could trigger a market event.
Sep 21, 2026
Pictet expects sticky inflation as countries scramble for resource sovereignty
The global transition to green energy and artificial intelligence will keep inflation volatile and drive up borrowing costs, the Swiss private bank says in its latest 10-year outlook.
Aug 17, 2026
Luxury living costs jump 10% as wealthy Asians hoard gold, Julius Baer says
The Swiss wealth manager finds that high-net-worth individuals are flying overseas to bypass tariffs, while doubling down on precious metals.
Jul 8, 2026
Asia Pacific investors hold over half of their wealth in cash, new survey finds
Investors across Asia are sitting on large piles of cash, missing out on growth while still hoping for 8.6% returns, a Fidelity study finds.
May 20, 2026
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