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Articles written by
nigel green

Investment Insights by Nigel

Elon Musk’s personal fortune of $1.3 trillion exposes a flaw in one of investing’s most widely accepted ideas. The financial advice industry has for decades championed diversification as the answer to almost every investment challenge. Build a broad portfolio, spread risk, own the market and stay patient. Indeed, it’s sensible advice and, for many investors, entirely appropriate. Yet diversification has gradually evolved from a risk-management tool into […]

Investment Insights by Nigel

Investors have become so focused on AI software that many are overlooking the industries making the boom possible. I believe this could prove to be an expensive mistake. The dominant investment narrative has revolved around the companies building AI models, designing advanced chips and providing cloud-computing services. Investors have poured huge amounts of capital into firms such as NVIDIA, Microsoft, Amazon, Alphabet and Meta Platforms. Those businesses […]

Investment Insights by Nigel

Elon Musk will probably get the $86 billion he wants from the SpaceX IPO. The harder question is whether investors will still be as enthusiastic about the company a year from now. Seeking a valuation of $1.78 trillion, SpaceX is attempting something unprecedented. If successful, the offering will become the largest IPO in history and instantly rank among the biggest corporate fundraising events ever seen. Many investors […]

Investment Insights by Nigel

A record 142,000 millionaires are expected to relocate internationally this year alone — and most investors still do not fully understand what this means for markets. The movement of globally mobile wealth is rapidly becoming one of the defining investment forces of the decade. Capital is shifting across borders faster, more strategically and in greater volumes than at any point in modern financial history. I sincerely believe […]

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Investment Insights by Nigel

Investors should be seeking advice on a possible US stock market correction as surging bond yields driven by the ongoing war in Iran pose a near-term risk to stock gains. Wall Street spent the past year treating artificial intelligence as a force powerful enough to overwhelm inflation, war, deficits and interest rates simultaneously. Markets rewarded that conviction spectacularly. Nvidia added more than $2tn in market value in […]

Investment Insights by Nigel

Nvidia CEO Jensen Huang has joined US President Donald Trump on Air Force One on his trip to China, after initial indications the executive had not been invited. Read that line again, because it tells you almost everything you need to know about modern markets. A generation ago, the most important seat on a presidential trip to Beijing might have gone to an oil chief, a banker, […]

Investment Insights by Nigel

A war that threatens the flow of one-fifth of the world’s oil supply should be dominating market pricing. It isn’t. President Donald Trump has pushed the US deeper into confrontation with Iran, locking policy into a narrow and dangerous path. The Strait of Hormuz remains under constant threat, energy flows are disrupted, and, as a result, oil has surged above $110 a barrel at points in recent […]

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Investment Insights by Nigel

Oil at $80 would once have been considered elevated. Now it would be interpreted as stability, and that shift alone reveals how fundamentally the market has changed. Brent crude moving beyond $120 this week is widely being described as a spike driven by geopolitical tension. That interpretation is too narrow. Price action reflects something deeper and more consequential: a structural reset in how energy is priced, traded, […]

Investment Insights by Nigel

I remain strongly positive on AI. The pace of development, the scale of capital flowing into the sector, and the productivity upside it promises are all significant. Equity markets have responded accordingly, with leadership concentrated in semiconductors, cloud platforms, and software. The concentration reflects real earnings power and strong visibility. At the same time, the investment landscape around AI is broadening. The next phase is taking shape, […]

Investment Insights by Nigel

Dubai still delivers, even in the shadow of war. I’ve just arrived back in the city where we have our headquarters and several core offices, and what strikes me immediately is not disruption, but continuity. The US-Iran conflict has injected real tension into the region, with the Strait of Hormuz under pressure and the wider Middle East adjusting to a far more uncertain backdrop. Yet here in […]

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Investment Insights by Nigel

The head of the International Monetary Fund on Monday defined the direction of glbal economic travel with unusual clarity. “All roads now lead to higher prices and slower growth,” said managing director Kristalina Georgieva in an interview. The IMF had expected global growth of 3.3% in 2026. Six weeks of war centred on Iran and the disruption of the Strait of Hormuz have already forced a rethink. […]

Investment Insights by Nigel

Oil is repricing fast. Markets aren’t pricing the consequences. Brent crude has surged more than 55% in March to around $115 a barrel, one of the sharpest monthly moves on record, as conflict involving the US, Israel and Iran intensifies and threats to energy infrastructure escalate. Yet across equities, bonds and currencies, positioning still reflects the belief that this is temporary and reversible. Markets are underestimating what […]

Investment Insights by Nigel

Global bond markets are sending a message to the White House, and it’s one that cannot be ignored. This comes even as President Donald Trump hails “productive” talks with Iran aimed at ending the conflict, signalling a potential diplomatic off-ramp. Yet despite this, markets remain unconvinced that tensions will ease quickly. As tensions escalate between the US and Iran, investors aren’t responding in the way many would […]

Investment Insights by Nigel

Dubai’s property market is showing a level of consistency in 2026 that stands out given the broader geopolitical backdrop. Activity has remained elevated into the first quarter, following record transaction levels in recent years. Price growth has also been significant, with residential values rising by roughly 50–60% since the 2020 market trough. These trends point to sustained engagement rather than a short burst of activity. What sits […]

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Investment Insights by Nigel

A few sentences from Donald Trump erased roughly $30 from the price of oil and lifted global equities. The US president told reporters the war involving Iran could end “very soon,” although he also indicated the conflict would likely continue beyond the coming week. Financial markets reacted immediately. Brent crude, which had surged toward $120 a barrel during the height of escalation fears, dropped sharply and slipped […]

Investment Insights by Nigel

In recent months, headlines proclaiming the death of ESG investing have grown louder. From record fund outflows to political pushback in the United States, it’s easy to fall into the narrative that the environmental, social and governance approach to investing has run its course. Those stories, however, miss the deeper reality. ESG is not dead, it’s adapting to a more complex market environment and evolving client expectations. […]

Investment Insights by Nigel

Financial markets are moving at unprecedented speed. AI and tech stocks surge on earnings momentum, then retrace on valuation concerns. Oil whipsaws on geopolitical complexities. Crypto rallies sharply on liquidity optimism, only to correct just as quickly. Currency markets adjust in real time to growth differentials and fiscal developments. There’s no doubt that investors are trying to protect and grow their wealth in an environment defined by […]

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Investment Insights by Nigel

Washington is debating the future of digital assets just as dollar-backed stablecoins are reaching escape velocity in global payments. With Congress weighing the Clarity Act and regulators refining oversight frameworks introduced under last year’s Genius Act, the question is no longer whether stablecoins matter — but whether the US will shape the infrastructure now emerging around them. Behind the policy discussion sits a hard commercial reality. After […]

Investment Insights by Nigel

I’ve seen enough tech cycles to recognise when markets are merely correcting excess and when they are confronting something more fundamental. What investors are grappling with now belongs firmly in the second category. Close to $1 trillion has been stripped from software and broader tech valuations in days. Speed explains part of the shock and meaning explains the rest. Markets are reassessing whether large parts of the […]

Investment Insights by Nigel

President Donald Trump is close to nominating Kevin Warsh as the next Federal Reserve chair, and markets have already delivered a verdict. Stocks and bonds dipped while the dollar strengthened as investors priced in a chair perceived as less inclined toward deep interest-rate cuts. This reaction matters. A Fed chair perceived as less willing to ease policy, tightens financial conditions before a single decision is made. As […]

Investment Insights by Nigel

The sharp fall in the dollar and the sudden sell-off in US equity futures this week are early signals of a deeper problem with President Donald Trump’s escalating confrontation over Greenland. What’s being framed by the White House as a strategic gambit risks becoming an economic and financial self-own, with consequences that undermine the very US interests the policy claims to defend. Markets react first not to […]

Investment Insights by Nigel

Apple will pay an estimated $1 billion a year for access to Gemini’s large language models, instantly extending Google’s AI reach across one of the most powerful consumer ecosystems on the planet. I believe the Apple-Google AI alliance marks the moment artificial intelligence stops being a story about potential and starts becoming a story about profits. For more than a decade, investors rewarded ambition, vision and experimentation. […]

Investment Insights by Nigel

Investors heading into 2026 face a familiar challenge: markets continue to evolve faster than habits do. Strong returns in recent years have rewarded certain behaviours and masked weaknesses in portfolio construction. The next phase, I believe, will favour discipline, balance, and clear decision-making. Rebuild diversification properly Diversification has been weakened by success. Long runs in US equities and large-cap technology have encouraged portfolios to drift into concentration, […]

Investment Insights by Nigel

The investment landscape of 2026 is being shaped by a set of forces that are measurable, global, and impossible for any serious investor to overlook. The noise around short-term market swings has masked the reality that structural trends—not sentiment—are driving the next decade of value creation. Investors focused on what actually moves markets should concentrate on seven megatrends that are now setting the pace. The first is […]

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