Monthly Market Viewpoint – Seeing...
Investor expectations that US equities would outperform the rest of the world following Donald Trump’s election as president have been…
14/02/25
Macroeconomics
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Article
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Article
Weekly Market Update – Diverging...
While the US Federal Reserve is expected to keep policy rates unchanged this week, the consensus is for the European…
28/01/25
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Podcast
Talking Heads – Where to...
This year’s unknowns may look daunting. However, money still needs to be put to work. That will require strong convictions…
22/01/25
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Article
Weekly Market Update – ‘Trumponomics’,...
US stock markets surged by more than 23% in 2024 as fears of a US recession gave way to anticipation…
21/01/25
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Article
Weekly Market Update – Resolutions...
For investors expecting a ‘Dry January’ – one when they didn’t have to listen to central bankers’ comments for a…
14/01/25
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Article
Equity Outlook - Defying gravity
The US economy enters 2025 in a strong position, with above-trend growth, but also above-target inflation. This combination, while positive…
14/01/25