Pick your poison: Geopolitics or...
If it’s not geopolitical shocks roiling markets it is artificial intelligence, either because AI is a bubble, or because it…
06/02/26
Macroeconomics
-
Article
-
Article
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
-
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
-
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
-
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
-
Article
So far, only uncertainty is...
The year has only just begun, yet it has already brought numerous surprises. These have done nothing to calm a…
21/01/26