LFA Publications

2026/July Click Here to Download the PDF Version “A good parent protects their child. A good parent lets their child face risk.  Two truths that...

• AI, Oil and Interest Rates drove markets in June• Growth remained resilient in June• AI-related investment themes continue to evolve as companies increasingly report...

The Battle Between Inflation and Artificial Intelligence The key themes we highlighted in April remain largely unchanged. Markets continue to be driven by the tension...

Recent Weakness Reflects Macro Pressures More Than Geopolitical Dynamics Despite its longstanding reputation as a potential safe-haven asset against geopolitical risk and inflation, gold has...

From Shock to Complex Stabilization April 2026 marked a transition from the geopolitical shock of March toward a more stable—though still uncertain—macro environment. While tensions...

Click Here to Download the PDF Version “An eye for an eye only ends up making the whole world blind.” – Mahatma Gandhi, Indian Politician/Filosopher/Lawyer...

Volatility is Back, One Year Later In a Nutshell March 2026 will be remembered as a month when geopolitical shockwaves from the Middle East collided...

May This Be the Last Oneful Start to the Year Digressing into March, we must open our monthly market commentary with — surprise, surprise —...

An Eventful Start to the Year The year opened with developments that prompted renewed reflection on the broader geopolitical framework. The U.S. operation in Venezuela...