Weekly Market Update And here we go again
The announcement of an increase from 25% to 50% in US tariffs on steel imports – and President Trump’s comments…
04/06/25
The announcement of an increase from 25% to 50% in US tariffs on steel imports – and President Trump’s comments…
04/06/25
Defence-related investing has taken over as the dominant investor theme for thematic exchange-traded funds. If investor flows were focused on…
03/06/25
While many economists may find it reassuring that even the most advanced artificial intelligence appears unable to foresee President Trump’s…
28/05/25
Geopolitical pressures are forcing Europe to develop an autonomous defence capability. This will require billions of euros to reinvigorate and…
27/05/25
Although occasionally there has been speculation about the status of the US dollar as the world’s dominant currency, the reality…
22/05/25
Risk assets have bounced higher since the agreement between the US and China on 12 May to cut reciprocal tariffs…
21/05/25
Biodiversity loss isn’t just an environmental issue, it’s a financial risk that investors should integrate into their decision-making, writes Robert-Alexandre Poujade,ESG Analyst and Biodiversity Lead. Investors…
21/05/25
As investors shift away from US investments and eye opportunities for yield and growth elsewhere, it makes sense that Europe…
20/05/25
European strategic autonomy – Europe’s ability to act independently in key areas such as defence, energy, digital infrastructure and critical…
19/05/25
Equal-weighted exchange-traded equity funds have attracted notable amounts of investor money in the past 12 months as investors move away…
19/05/25