Slow food for thought

Insights and research on global events shaping the markets

The iShares Expanded Tech-Software ETF (IGV), treated as the benchmark for the sector, has slid almost 30% from its September peak, a sharp reversal for what was considered one of the market’s safest growth franchises. Every technological cycle produces its moment of doubt. For software, that moment may be now.

Nuclear power is getting a second life, but not in the form most people imagine. Instead of massive concrete giants, the future may come from compact reactors built in factories and shipped like industrial equipment. As global energy demand surges and grids strain under new pressures, small modular reactors are suddenly at the centre of the conversation.

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Fast food for thought

Insights and research on global events shaping the markets

US yields fell, while credit spreads widen amid equity market volatility

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17/02/2026

The week from 6 to 13 February 2026 saw U.S. tech drag global equities lower, as renewed pressure on mega-cap names weighed on sentiment and lifted volatility. In contrast, Asian equities outperformed, supported by strong gains in Japan, Korea, and Taiwan.

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16/02/2026

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