All articles by Douglas Blakey

Douglas Blakey

Keep calm and carry on: What the data tells us about geopolitical crises

Tom Dalrymple examines how markets have responded to major shocks including Covid, tariff disruption and the recent Iran conflict, highlighting why investors who remain disciplined during such periods have often been rewarded

Earnings versus oil

Rupert Thompson analyses market reactions to recent events and identifies upcoming market trends in global markets, including in equities, fixed income, FX

Beyond capital: applying asset management thinking to philanthropy

Mary Rose Gunn challenges the idea that philanthropy is simply a financial transaction, arguing that capital alone is rarely enough to deliver meaningful, long-term impact

China’s HNW investors are abandoning property, providing an opportunity for wealth managers

Property is no longer trusted as a store of value, driving HNW wealth into equities, fixed income, and offshore structures and creating a clear advisory opportunity for private wealth managers, writes Heike van den Hoevel

Variable pay dominates – high-net-worth individuals expect non-salary income to play a bigger role: Investec

Non-salary income such as bonuses and one-off payments expected to make up a greater share of earnings for high-net-worth individuals

Surface-level AI is banking’s biggest strategic risk in 2026

While much of the AI discourse in retail banking focuses on speed of adoption, Alvaro Morales explains why the real strategic risk is mis-sequenced adoption

The death of the universal model: Why the neobank never came for Victor

Ian Rand explains why the growing mass-affluent segment is underserved by legacy and neobanks alike and represents the largest concentration of unaddressed financial complexity in the UK

Alternative assets: Transformative role of AI

Alternative assets are increasingly accessible to a broader investor base, a trend that will accelerate boosted by greater adoption of AI, explains Sachin Kamat

Second doesn’t mean secondary: Why investors are prioritising “Personal” Retirement Accounts

Kevin Maloney makes the case for the Second Pension, where workers can utilise IRA rollovers and self-directed options to build a portable fortress that moves with them, regardless of industry shifts

Dire straits

The Iran conflict has led to a surge in energy prices which could represent a significant new headwind for the global economy but growth has held up unexpectedly well over the past year, explains Rupert Thompson