Graph of the Week –...
Since the 2007-08 Global Financial Crisis, gold has been seen as a hedge against a variety of risks: rising inflation,…
06/05/25
Front of mind
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Graph
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Article
Weekly Market Update – Tariffs,...
After the ‘Liberation Day’ turmoil, US President Donald Trump last week adjusted his ‘reciprocal’ tariffs, reviving risk-on trades, with US…
06/05/25
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Podcast
Talking Heads – Generating income,...
Daniel Morris, Chief Market Strategist, sits down with Olivier De Larouziere, CIO of Fixed Income, to discuss some of the…
06/05/25
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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