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
US
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Article
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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
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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
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Podcast
Talking Heads – US small...
After rising in the wake of the US election, valuations of US small-cap stocks have marked a pause. Investors are…
05/03/25