Insights
Perspectives from NJR Partners
Concise macro and portfolio commentary from the NJR Partners investment team.
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By Nigel Renton · 21 Feb 2026
Weekly Portfolio Review, 21st Feb
Global macro shifts in geopolitics, Japan, AI and fiscal policy, and their impact on portfolio risk and positioning.
By Nigel Renton · 10 Feb 2026
Navigating Geopolitical Tail Risks and Stagflationary Impulses
Stagflationary risks from Middle East tensions, energy shocks and AI derating, and the portfolio responses across commodities, tail risk, global equities, FX and gold.