GIS INSIGHTS
GIS Insights brings together our thinking across markets, companies, and investment themes — from weekly reflections and quarterly perspectives to timely commentary on developments as they unfold.
CONTENT LIBRARY:
Starting with the most recent publication.
To be released...
WEEKLY PODCAST
December 26th 2025
Beyond the Numbers: What 2025 Really Taught Us
WEEKLY PODCAST
December 19th 2025
Good Numbers, Bad Data: Markets Trade Trust, Not Just Inflation
WEEKLY PODCAST
December 5th 2025
Rate-Cut Fever, Metaverse Hangovers, and a World Caught Between Cycles
WEEKLY PODCAST
November 28th 2025
Inflated Turkeys, Golden Signals, and an Economy Handing Over the Baton
WEEKLY PODCAST
November 21st 2025
Soft Jobs, Hard Edges, and a Fed With No Visibility
WEEKLY PODCAST
November 14th 2025
Volatility Returns, Politics Intrudes, and Gold Breaks the Script
WEEKLY PODCAST
WEEKLY PODCAST
WEEKLY PODCAST
November 7th 2025
Labour Market Whiplash, Buy-the-Dip Fever, and the Waiting Game for Central Banks
October 31st 2025
Tech Titans, Tokyo’s Patience, and Trade Truces — The Week That Calmed the Chaos
October 17th 2025
Credit Cracks, India’s Pivot, and the Cockroaches in the Kitchen
WEEKLY PODCAST
October 10th 2025
Gold Caps, Asia Cools, and the Subtle Signals in the Bond Market
WEEKLY PODCAST
October 3rd 2025
Tech Leads, Japan Waits, and the Global Shutdown Puzzle
QUARTERLY LETTER
October 1st 2025
Q3 2025 Letter: Global Smaller Companies
WEEKLY PODCAST
September 26th 2025
U.S. Growth Surprises, Tariff Tensions, and AI Beyond Silicon Valley
WEEKLY PODCAST
September 19th 2025
BoJ Turns Seller, Fed Faces Strong Data, and M&A Sparks Life in Healthcare
WEEKLY PODCAST
September 12th 2025
Inflation Surprises, Labour Wobbles, and the Gold Rush
WEEKLY PODCAST
September 5th 2025
Jobs, Oil, and the $80 Billion Question
WEEKLY PODCAST
August 29th 2025
From Nvidia to SMIC – A Tale of Two Tech Worlds
WEEKLY PODCAST
August 15th 2025
Tariffs, Inflation Ghosts, and China’s Slowdown – What Markets Are Missing
WEEKLY PODCAST
WEEKLY PODCAST
WEEKLY PODCAST
August 1st 2025
Rate Cuts, Tariff Shocks, and Tech Resilience – A Volatile Start to August
July 25th 2025
Markets in the Crossfire – Central Banks Hold, Tariff Talks Surge, and Tesla Stumbles
July 18th 2025
Tariffs Delayed, Markets Rally, and the Fed Watches the Clock
WEEKLY PODCAST
July 11th 2025
Rates to Fall or Rise? Markets Caught Between Tariffs, Tech, and Trump
WEEKLY PODCAST
July 4th 2025
Strong Jobs, Soft Cuts? A Labour Day Surprise
QUARTERLY LETTER
July 1st 2025
Q2 2025 Letter: Global Smaller Companies