Weekly Market Update – Moving...
The whirlwind of policy announcements on all fronts since US President Donald Trump’s inauguration has left investors grappling with the…
19/02/25
US
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Article
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Video
Now is a great time...
As Geoff Dailey, Head of the US Equities team, explains in this short video, several tailwinds make this moment a…
18/02/25
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Article
The increasing concentration of the...
Just over half a dozen large-cap stocks make up a ballooning share of the US equity market’s overall capitalisation1, in…
17/02/25
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Graph
Graph of the Week –...
Core inflation in the US rose by 0.45% month-on-month in January (above the 0.3% consensus forecast), pushing the year-on-year rate…
14/02/25
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Article
Weekly Market Update – Well,...
Contrary to expectations (or hopes) that President Trump would move slowly in his pursuit of higher tariffs, he announced over…
05/02/25
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Article
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