Weekly Investment Update

Weekly Investment Update

By DOMINIONBusinessInvesting
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Weekly Investment Update episodes

  • A Week That Revealed the Fault Lines
    This has been one of the most consequential weeks of the year so far in financial markets, and the conclusions are not as comfortable as equity index levels alone might suggest. Three major central banks sat on their hands, four of the world's largest technology companies reported stunning earnings, a royal visit delivered an unexpected trade gift, and yet the shadow of a partially closed waterway continues to threaten everything.

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    7 min
  • The Retirement Paradox

    For decades, the financial services industry delivered a consistent message: start saving early, harness compound growth, stay invested through market cycles, and let time do the heavy lifting. Baby Boomers and Silver Surfers did precisely that. They saved, invested, and stayed the course through the dot-com crash, the 2008 financial crisis, and the pandemic shock of 2020. The result is a remarkable concentration of wealth in the hands of a generation that followed the rules. The question now is whether those same rules still apply. The honest answer is that they do not.


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    7 min
  • Why the World Still Moves Forward, and Why Your Children's Education Cannot Wait
    The past six weeks have been among the most turbulent in recent memory. A US-Israeli military campaign against Iran pushed the region to the brink of wider war before a ceasefire brokered by Pakistan halted hostilities. The relief was short-lived. Israeli strikes in Lebanon strained the truce almost immediately, and when JD Vance announced that US-Iran talks had collapsed, Trump declared a naval blockade on the Strait of Hormuz, the largest disruption to world energy supply since the 1970s oil crisis.

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    8 min
  • Why Larry Fink's Annual Letter Matters Right Now
    Last week, Blackrocks CEO and Chairman Larry Fink published his annual letter to investors, and the timing could not be more instructive. It arrives at a moment of high market uncertainty, as the Middle East conflict disrupts and rocks the business world. Yet rather than adding to the noise, Fink's letter does the opposite. While the timing coincides with volatile global financial markets, Fink attempts to cut through the noise to identify opportunities and trends that can help investors build wealth.

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    7 min
  • Lessons from Sun Tzu in Geopolitical Conflict and Investing
    The US-Israeli war on Iran, now in its fourth week, is generating real economic turbulence. Global oil prices have surged more than 25 percent, roughly a fifth of global crude and natural gas supply has been suspended, and tanker traffic through the Strait of Hormuz has effectively stalled. Brent crude recently rose to $108.66 a barrel following an Israeli strike on Iran’s South Pars gas field.

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    8 min
  • Drawing Inspiration from Giants of Literature
    Investors in the past two weeks could have benefitted from dusting off their old school literature exercise books and revisiting a poem by Nobel Prize winner Rudyard Kipling: "If". Written in 1910, four years before the First World War broke out, the poem deals with themes from patience and staying calm under pressure to rebuilding after loss. Its lessons feel remarkably, and perhaps uncomfortably, timely.

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    7 min
  • Global Markets React to Escalation in the Middle East
    On 28 February 2026, Israel and the United States launched Operation Epic Fury, nearly 900 strikes in the first twelve hours, targeting Iran's leadership, nuclear programme, missile sites and air defences. The assassination of Supreme Leader Ali Khamenei marked the most dramatic opening salvo. Now in its tenth day, the conflict has deepened significantly. Israel's attacks on Iran's energy infrastructure have pushed the war into what Tehran describes as a "new phase," with Iranian strikes hitting targets in Dubai, Abu Dhabi, Doha and Beersheba, and the US embassy in Kuwait struck and closed indefinitely. A US submarine has sunk an Iranian warship in the Indian Ocean. The cost to the US alone has been estimated at roughly $1 billion per day.

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    7 min
  • Retirement Security: The Challenge We Can Actually Solve
    During this week's State of the Union address, President Trump raised an issue that rarely gets prime-time attention: retirement security. Buried between applause lines was an acknowledgment that half of all working Americans lack access to an employer-sponsored retirement plan. His proposed solution, a new savings account with a $1,000 annual federal match, signals something important: policymakers are beginning to take this seriously.

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    7 min
  • Market Volatility and the Challenge of Certainty in 2026
    The opening weeks of 2026 have delivered relentless volatility that threatens to overwhelm even seasoned observers. From gold's surge to cryptocurrency's collapse, from Iranian protests to Venezuelan regime change, the velocity of events demands discipline: separating genuine structural shifts from transient noise.

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    9 min
  • AI Panic or Rational Repricing?
    The market's relationship with artificial intelligence has undergone a sharp reversal, morphing from enthusiastic embrace to anxious recalibration. Software stocks have suffered the largest non-recessionary 12-month drawdown in more than 30 years, with the sector losing $2 trillion of market capitalization from its peak, reducing its weight in the S&P 500 to 8.4% from 12%. LPL Financial closed 8.31% lower on February 10th after tumbling 11% in midday trading, while Charles Schwab fell 7.42% and Raymond James Financial lost 8.75%.

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    7 min

About Weekly Investment Update

From the publisher's feed

Dominion Asset Management’s research team brings you their weekly view of the financial markets.


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