Global Macro Council
Rise of the Machines
Rise of the Machines This month’s Unio GMC Outlook explores the technologies shaping global markets in 2026, from AI-driven valuation models to quantum computing, robotics, new energy solutions and defence innovation. Overall, it points to a “rise of the machines”, with many of the best-performing smaller stocks concentrated in frontier technology segments. A 3-minute read.…
Read MoreThe End of Privilege | Unio Global Macro Council
The End of Privilege | Unio Global Macro Council At this month’s Unio Global Macro Council(GMC), the topic was the weaker dollar: how the Trump administration’s isolationist policies are leading to a weaker dollar, influenced by tariffs and a retreat from financial diplomacy, prompting investors to diversify away from U.S. assets. We were delighted to…
Read MoreChinese Revival
With emerging market equities remaining affordable relative to those in the US, the Global Macro Council has turned its attention this month to China. The noise created by the Trump administration has overshadowed significant progress in China. The country is advancing rapidly in AI model building and fostering collaborations with entrepreneurs like Jack Ma. Read…
Read More