Insights and perspective from Oxford’s Investment Management Group, the Oxford Investment Fellows®
Geography rarely changes. But when geopolitics collides with geography, markets rediscover how much maps still matter. This past weekend delivered precisely that collision. U.S. and
President Trump’s nomination of Kevin Warsh as the next Chair of the Federal Reserve has been met with a curious mix of relief, skepticism and
Global markets in 2025 reflected a continued transition away from the extraordinary post-pandemic environment toward a more normalized, though still constrained, economic and investment backdrop.
Gradually, then suddenly. The hallmarks once reserved for emerging markets—currency volatility, financial repression, unsustainable debt loads—are becoming unmistakable features of developed economies. Behind the façade
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