Monthly Market Viewpoint – Waiting...
Market gyrations due to rapidly changing tariffs are likely to continue until some sort of agreement is reached between the…
15/04/25
Europe
-
Article
-
Podcast
Talking Heads – Tariff turmoil...
A newly re-energised Europe, lifted by more concerted efforts to address lacklustre growth faces a fresh blow as US plans…
11/04/25
-
Article
Weekly Market Update – Turmoil...
Donald Trump has followed through on the ‘Liberation Day’ tariffs. There was no last-minute reprieve from the White House, so…
09/04/25
-
Podcast
Talking Heads – The case...
A popular investment strategy targeting market-neutral exposure involves an overweight exposure to convertible bonds in combination with an underweight in…
08/04/25
-
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…
07/04/25
-
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,…
02/04/25