Talking Heads Emerging markets and US tariffs: opening gambit or torpedo?
What do the latest import tariff announcements from the Trump administration mean for emerging economies and companies around the world?…
04/04/25
What do the latest import tariff announcements from the Trump administration mean for emerging economies and companies around the world?…
04/04/25
Investors have been on tenterhooks ahead of news on the Trump administration’s latest tariff salvo. But looking beyond the headlines,…
02/04/25
European securitised assets, backed by loans, mortgages and other categories of (consumer) credit as collateral, offer investors a source of…
02/04/25
Chinese stocks have posted strong returns this year. After a number of false dawns following earlier stimulus packages from policymakers,…
01/04/25
Water deserves a place in investment portfolios. Why? Growing demand from food production to smart phone manufacturing, the need to…
01/04/25
In the absence of data suggesting that a significant weakening of the US economy may lie ahead, US stock markets…
27/03/25
Several factors are reinforcing the investment case for water utilities and other water infrastructure and treatment companies. They include a…
26/03/25
2025 was widely expected to be a good year for bonds. The US economy seemed to have found a floor,…
25/03/25
The effects of adjusting equity indices to exclude worst-ranked stocks based on sustainability-related criteria varies depending on the type and…
24/03/25
Caution prevails as on-again, off-again and on-again US import tariffs and their effects on the economy and inflation keep consumers…
20/03/25