Graph of the Week –...
Recent data from the US Treasury has shown the full extent of outflows from US assets after the US administration’s…
23/06/25
Equity
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Graph
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Graph
Graph of the Week -...
In the days after President Trump’s ‘Liberation Day tariff announcements on 2 April, the Chicago Board Options Exchange’s volatility index…
13/06/25
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Podcast
Talking Heads – Which long-term...
Amid market doubts over the US’s exceptionalism, where can investors seeking diversification turn? Is a ‘re-awakened’ Europe an alternative? In…
05/06/25
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Podcast
Talking Heads – Investing via...
Geopolitical pressures are forcing Europe to develop an autonomous defence capability. This will require billions of euros to reinvigorate and…
27/05/25
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Article
European strategic autonomy – Imperative,...
European strategic autonomy – Europe’s ability to act independently in key areas such as defence, energy, digital infrastructure and critical…
19/05/25
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Podcast
Talking Heads - Investing in...
Portfolio Manager Sid Jha delves into the value of investing in environmental strategies for sustainable growth. Such strategies can provide…
15/05/25