Weekly research and commentary on the key investment themes shaping the world.
“The entire Lykeion team offer an invaluable spectrum of expertise.I find everything they write to be thoughtful, engaging and extremely helpful in navigating what is a very difficult market environment.”
“The entire Lykeion team offer an invaluable spectrum of expertise.
I find everything they write to be thoughtful, engaging and extremely helpful in navigating what is a very difficult market environment.”
“Lykeion is a unique platform. It combines deep intellectual curiosity with actual market experience and a humble approach to complex topics. It is an indispensable companion to make sense of the markets.”
“Highly recommend, superbly written and uniquely rational in a world that favours tribalism. The kind of macro and geopolitics research that looks at both sides of the story before coming to conclusions.”
Deterrence against an increasingly aggressive China
Will the market continue making new all-time highs?
The price of uranium is surging - this piece explores the geopolitical and fundamental drivers of the move.
What are the implications of an increasingly more Russia-aligned Sahel region?
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