Energy Markets: Beyond Missiles, Into the Global Economy
Middle East conflict disrupts oil markets, raising inflation and global market risks.
The Four modern Horsemen: War, Oil, Inflation and Financial Stability
How war and oil shocks could trigger inflation, volatility and financial instability.
Round and round the Merry-Go-Round: How SCOTUS Changed the Game
SCOTUS limits Trump’s tariff powers. What it means for markets and trade.
BRI vs BBB: A Marriage vs Friends with Benefits (and no Strings)!
A clear comparison of BRI and BBB on strategy, funding and timelines.
Japan: The Sun has risen again…..for now
Japan election lands supermajority, shifting policy and markets.
Skybound Capital announces it’s new brand logo
We are pleased to share an important milestone for Skybound Capital. In this video, our CEO, Conrad Amm, announces the launch of our new logo and brand, and explains why this evolution matters now. Skybound Capital was founded in 2008, at a time when private debt was still emerging as an asset class. Our original […]
Q1 2026
A forward-looking market outlook on growth, AI, geopolitics, and evolving investment opportunities.
All that glitters…
January market returns looked stable, but underlying volatility tells a more complex story.
Japan: Land of the rising – or disappearing – sun?
Rising yields and political change are reshaping Japan’s bond market and fiscal outlook.
Same World…just different hedges.
Update on Greenland: Following threats of force and implementation of further tariffs (from President Trump towards European NATO members), we seem to be heading towards a “framework” at Davos built largely around security. The issue of sovereignty was not on the table. By the sounds of it, there’s still plenty to discuss and so far European […]