News Library

Engelsberg Ideas - The Price of Europe’s Defence

QS Team ·23 Jan 2026

Engelsberg Ideas The price of Europe’s defence JANUARY 22, 2026 DAVID ROCHE THEMES: ECONOMICS, GEOPOLITICS Europe’s dependence on the US for its defence may be coming to an end. Rapid military spending, the replacement of US assets, and taking on the nuclear…

The New Cold War – How China Wins It! (The New Cold War - Part III: An investor’s Guide)

Strategy Report ·QS Team ·28 Nov 2025

The New Cold War – How China Wins It! ( The New Cold War - Part III: An investor’s Guide) China may not always have intended to replace the US at the top of the global pecking order: geopolitically, militarily and economically. But it does now. This piece looks …

Engelsberg Ideas: The New Cold War is here- David Roche

David Roche ·27 Nov 2025

Odd bins

Strategy Report ·QS Team ·10 Nov 2025

Odd bins The short term critical market issue is the US Supreme Court - not the end of the Shutdown. We look at potential outcomes. and their market consequences. There are a lot of investment themes here that are matched with idea of how to match them with your money…

Delineating the New Cold War: China’s Boa Constrictor Strategy

Strategy Report ·David Roche ·09 Nov 2025

Delineating the New Cold War: China’s Boa Constrictor Strategy The world is a split stage. The comedy of trade is playing on the right. On the left the New Cold War has begun between the Alliance of Autocracies and the fading ranks of the liberal, and not so liberal, demo…