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August 2026

Even Government Bonds Are Losing Money — What Surging Yields Mean for Your Portfolio

By Will Glyn
The safest corner of your portfolio has just had one of its roughest runs in living memory. This month US 30-year yields hit their highest since 2007, and across the developed world — from Japan to the UK — governments are paying more to
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Europe’s Borders Now Keep Score: What EES Means for Your 90 Days — and Your Tax Residency
July 2026

The queues at Europe’s airports made headlines this summer. The database behind them didn’t. Since April, nearly every non-EU passport crossing an external Schengen border is logged biometrically to the minute — and the days you spend anywhere are now a matter of record. That changes more than your holiday plans.

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Leaving France: What 800 Departing Millionaires Teach Us About Tax Uncertainty
July 2026

France lost a net 800 millionaires last year — a rounding error against 2.4 million, except for what it signals. Nobody in this story is fleeing a wealth tax that exists; they’re moving ahead of taxes that might. There’s a planning lesson in that for anyone who lives, owns or earns across borders.

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Box 3 in Limbo: What the Netherlands’ Stalled Wealth-Tax Reform Means for Your Savings
July 2026

You didn’t sell anything. Markets went nowhere. And the Dutch taxman still wants 36% of a return he assumes you made. With the replacement system stalled in parliament since 7th July and the expat shield expiring in January, here’s how Box 3 really works in 2026 — and what to do before the reference date.

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Wall Street Has Stopped Applauding AI Spending — What It Means for Your Portfolio
July 2026

For three years, markets applauded every extra billion the tech giants poured into AI. Last week the applause stopped: Alphabet beat every forecast, raised its spending plans to $205 billion — and suffered its worst day in over a year. This week, the rest of big tech takes the stage.

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Emerging Markets: Opportunities, Risks and How to Invest
July 2026

Most expat portfolios barely touch emerging markets — yet that is where much of the world’s growth is happening. Here is what emerging markets really are, the risks worth knowing, how they have performed over the past decade, and the practical ways to invest when you live overseas.

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Who Actually Inherits Your Estate When You Live Abroad?
June 2026

You wrote a will and assumed it settled everything. In France, Spain, Italy and much of Europe, it doesn't work that way: local "forced heirship" law can hand fixed shares of your estate to your children, whatever you intended. Here's how it works — and the little-known clause that takes back control.

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Planning Ahead for the Cost of Educating Children Abroad
June 2026

Educating children abroad is one of the biggest costs of expat life, and one of the most predictable. International school fees climb 5–8% a year, university abroad can cost several times the home rate, and the families who cope best start planning years ahead. Here's what's coming, and how to get in front of it while you still can.

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Leaving Dubai: What 30,000 Departing Britons Teach Us About Cross-Border Financial Planning
June 2026

Since the strikes on Iran began at the end of February, around 30,000 Britons — roughly one in eight of the UAE’s British community — have left. Most aren’t heading home: Switzerland, Spain and Portugal are absorbing the wealthier end of the wave. The reasons are part security, part tax — and the lessons apply to anyone living overseas.

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The Fed Has a New Chair — and a Tougher Job Than Anyone Expected
May 2026

On the 13th of May, the US Senate confirmed Kevin Warsh as the new chair of the Federal Reserve in the closest vote of the modern era — and a wholesale inflation reading landed the same afternoon at nearly three times what economists had expected. The bond market noticed. Your portfolio probably should too.

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