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This week: The shocks still working through the system

The effects of the Strait of Hormuz disruption may only just be reaching consumers, while inflation and geopolitical risks continue to build. This week, we look at what could come next – plus how AI agents are creating entirely new ways to make money.

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The fundamentals are still delivering

Markets have been volatile, but the businesses behind some of our biggest long-term themes continue to deliver. Sam Volkering runs through the latest portfolio earnings, from booming AI and memory demand to the stocks requiring a closer watch – and explains why he believes patience remains key.

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Your monthly Strategic Wealth Network Highlights

February may be the shortest month of the year but, this time round, it contained more than its fair share of drama. As in January, this had much to do with the new US administration dramatically reorienting policies in defence, foreign trade, energy, business regulation, and so on.

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