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Safe Haven Assets: Doing What They Were Built to Do
A Q3 2026 performance snapshot, 30 June to 25 September 2026 Yesterday's report, Applets , set out why the world is getting riskier. This note is the proof point. Since 30 June, the Quantum Strategy safe haven allocation has done exactly what it was built to do. Ten of its eleven…
The New Cold War – How China Wins It! (The New Cold War - Part III: An investor’s Guide)
The New Cold War – How China Wins It! ( The New Cold War - Part III: An investor’s Guide) China may not always have intended to replace the US at the top of the global pecking order: geopolitically, militarily and economically. But it does now. This piece looks …
The Bugle Has Sounded
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