Tue 05 May 2026 - 12:30 BST

• Invest for where markets are going, not where they have been: resilience is replacing pure efficiency.

• Markets now favour reliable cash flow today over distant, uncertain growth.

• In noisy times, the real edge is staying calm, focused and in control.

• The market’s collective signal often matters more than expert opinion.

• Gulf capital may stay closer to home, which could weigh on dollar assets into 2026.