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
US
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Article
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Article
Valuations expansion in the US...
The US equity market posted exceptional returns over the decade that ended in 2024. However, a large proportion of the…
02/05/25
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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
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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
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Podcast
Talking Heads – Emerging markets...
What do the latest import tariff announcements from the Trump administration mean for emerging economies and companies around the world?…
07/04/25
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Podcast
Talking Heads – Time to...
Investment decisions have centred on growth for years, but the current setting of uncertainty, geopolitical turmoil and high volatility argues…
11/03/25