Investing & Themes
Thematic investing ideas spanning sectors, regions, and strategies.
Investing & Themes — page 6
US Tariff Ruling Reshapes Trade — A Near-Term Positive for China
A landmark ruling by the U.S. Supreme Court on former President Donald Trump’s tariff policy has materially reshaped expectations for global trade and growth. The decision, which limits the executive branch’s ability to impose tariffs under emergency powers, introduces new legal constraints on U.S. trade strategy while offering short-term relief to China and export-oriented Asian […]
UAE and KSA ETFs see big volume on MSCI rebalancing
Trading activity in U.S.-listed GCC ETFs accelerated sharply into the U.S. close on February 19, 2026, reinforcing the sense that global investors are leaning more decisively into the region. However, the timing of the surge was not coincidental. The session coincided with the quarterly MSCI index rebalance, a scheduled event that often generates significant turnover […]
Invesco’s MWIM ETF and the Globalization of Shariah-Compliant Investing
Explore Invesco's innovative MSCI ACWI Islamic ETF, offering global equity exposure with Shariah compliance and a low TER.
Covered Call ETFs and the Evolving Income Needs of GCC Investors
Covered call ETFs offer GCC investors a systematic way to generate income by selling call options on diversified equity positions, providing premium income even in range-bound markets.
AGIX’s Private AI Holdings Take Centre Stage as Anthropic Nears $20B Round
Discover the latest on AGIX and its connection to Anthropic's funding round, which could exceed $20 billion.
TSMC Revenue Jumps 37% as the AI Surge Sends a Clear Signal
TSMC reported NT$401.3 billion in January, showcasing a 37% year-on-year revenue growth driven by AI chip demand.
State Street and GTN Strike Deal to Launch Model Portfolios in the GCC
Learn about the State Street GTN partnership launching model portfolios for wealth platforms in the Middle East today.
JP Morgan Says “Buy the Dip” on China Internet
Explore the dynamics of China internet and its impact on tech valuations amid political and economic shifts.
Saudi Arabia Fully Opens Its Capital Market to Foreign Investors
Saudi Arabia has taken a decisive step in the evolution of its capital markets, fully opening the Saudi stock market to all categories of foreign investors for the first time. Effective Sunday, February 1, overseas institutions, funds, and eligible entities can now invest directly in shares listed on the main market, the Tadawul All Share […]
GCC Sovereign wealth funds to lead $500 billion tokenization opportunity
Explore the role of GCC sovereign wealth funds in the anticipated $500 billion tokenization growth across the region.
Global resilience is redefining opportunity across GCC markets and ETFs
The global economy is entering 2026 with an unexpected degree of resilience. Despite persistent trade policy uncertainty, geopolitical tensions, and uneven regional momentum, growth has held steady rather than slowed sharply. The International Monetary Fund projects world output to expand 3.3% in 2026 and 3.2% in 2027, broadly matching the pace of growth seen in […]
Saudi Public Funds Hit $58bn, Redefining GCC Market Dynamics.
Explore the impact of the Saudi Public Fund on Gulf capital markets and its significant growth in assets and confidence.