A week for the central...
To start the year, the ECB and Bank of England are expected to follow the US Federal Reserve’s lead and…
04/02/26
Macroeconomics
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Article
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Article
Fed rates on hold; gold...
The Federal Reserve left its benchmark interest rate unchanged for the first time since July, at a range of 3.5%…
02/02/26
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Article
Politics, currencies and relative value
The US dollar is lower against most currencies so far this year. Some extreme commentary has dubbed it the ‘debasement’…
30/01/26
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Article
Great expectations
Currently, the consensus is that investors are bullish and this positivity is reflected in portfolio allocations. While geopolitical uncertainty has…
28/01/26
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Article
Factors to watch in 2026:...
There are several factors in play which investors need to monitor closely this year. Geopolitics will likely dominate the discourse…
26/01/26
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Article
IMF also raises growth forecast;...
The International Monetary Fund has revised up its forecast for global economic growth in 2026 to 3.3% from the 3.1%…
26/01/26