Monthly Market Viewpoint – Waiting...
Market gyrations due to rapidly changing tariffs are likely to continue until some sort of agreement is reached between the…
02/05/25
Europe
-
Article
-
Article
Trump’s tariffs – A paradigm...
In the absence of major revisions, the latest US import tariffs are a stagflationary shock for the US economy, potentially…
08/04/25
-
Article
Weekly Market Update – Anticipation
Investors have been on tenterhooks ahead of news on the Trump administration’s latest tariff salvo. But looking beyond the headlines,…
07/04/25
-
Podcast
Talking Heads – Long-term trends...
Amid geopolitical change and shifts in the focus of public policy, private capital investments in infrastructure have a major role…
19/03/25
-
Article
Weekly Market Update – Investor...
President Donald Trump’s imposition of 25% tariffs on US imports from Canada and Mexico on 4 March initially shook markets.…
07/03/25
-
Graph
Graph of the Week –...
When Germany enshrined a ‘debt brake’ in its constitution in 2009, it was considered a victory for fiscal rectitude. As…
21/02/25