Rules of engagement

A rainy winter. Two new wars. And a world that seems to be slipping back toward chaos. Bill connects the dots behind the headlines — and explains why investors may want to keep an umbrella handy.

Bombs, oil, AI…and your portfolio

The market thinks this won’t last. We’re not so sure.

Is AI warfare the next big defence stock opportunity?

Drone stocks were top performers thanks to the war in Ukraine. Now we need to ponder whether AI has created the next big opportunity in defence stocks.