Tariff, tariff, tariff – Pressure...
The Trump administration ratcheted up trade tensions on 1 February by announcing a tariff of 25% on all imports from…
04/02/25
Macroeconomics
-
Article
-
Article
Weekly Market Update – Diverging...
While the US Federal Reserve is expected to keep policy rates unchanged this week, the consensus is for the European…
28/01/25
-
Article
Fixed Income Outlook – Come...
Once again the US bond market will lead global fixed income markets in 2025, with a strong US economy but…
22/01/25
-
Podcast
Talking Heads – Where to...
This year’s unknowns may look daunting. However, money still needs to be put to work. That will require strong convictions…
22/01/25
-
Article
Weekly Market Update – Resolutions...
For investors expecting a ‘Dry January’ – one when they didn’t have to listen to central bankers’ comments for a…
14/01/25
-
Article
Equity Outlook - Defying gravity
The US economy enters 2025 in a strong position, with above-trend growth, but also above-target inflation. This combination, while positive…
14/01/25