Cybersecurity has evolved from a niche technology segment into a core pillar of economic stability. As digital infrastructure expands across finance, energy, and government systems, cyber risk is becoming a persistent cost of doing business rather than an episodic threat. At Provenance Global Exposure SICAV p.l.c. (“Provenance”), we continue to monitor these developments closely, ensuring…

The information technology sector is entering a new phase. After years of rapid expansion fueled by cloud computing and platform growth, artificial intelligence is reshaping both productivity expectations and competitive dynamics. While market enthusiasm has driven valuations higher, the deeper implications for investors lie in how AI restructures economic power. At Provenance Global Exposure SICAV…

J.P. Morgan Global Research has released its 2026 market outlook, characterising the next cycle as one of multidimensional polarisation. This outlook highlights important implications for asset allocation, risk management and strategic positioning. At Provenance Global Exposure SICAV p.l.c. (“Provenance”), we continue to monitor these developments closely, ensuring that our funds are aligned with global opportunities…

Global commodity markets are entering a period of sustained strength. Former Goldman Sachs commodities strategist Jeffrey Currie expects prices for metals and critical minerals to rise for the next decade. Structural shifts in demand, supply, and investor behavior are driving this trend. We would like to dive deeper into the critical minerals outlook and metals…

Movements in the S&P 500 reflected a mix of macroeconomic signals and corporate fundamentals. Investors stayed highly sensitive to changes in interest rates, earnings, and inflation data. Each factor played a key role in shaping risk appetite and valuation levels across equity markets. At Provenance Global Exposure SICAV p.l.c. (“Provenance”), we continue to monitor these…

As 2026 begins, technology stocks remain one of the strongest areas for growth. Artificial intelligence, cloud computing, cybersecurity, and digital infrastructure continue to reshape industries, while steady inflation and strong equity markets create a supportive backdrop for selective stock picking. For investors, the key is to focus on companies that are not only growing fast…

An in-depth look at Europe's market rally and what it may signal for investors European equities, long overshadowed by their U.S. counterparts, are finally drawing attention, and for good reason. As we move through 2025, a combination of improving macroeconomic conditions, easing inflation, and attractive valuations is helping to lift sentiment across European stock markets.…