Weekly Market Update – Rate...
US growth has remained resilient, though so has inflation. With US growth-inflation risks seemingly in balance, the US Federal Reserve…
24/02/25
Macroeconomics
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Article
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Article
Weekly Market Update – Moving...
The whirlwind of policy announcements on all fronts since US President Donald Trump’s inauguration has left investors grappling with the…
19/02/25
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Article
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
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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