Monthly Market Viewpoint – Seeing...
Investor expectations that US equities would outperform the rest of the world following Donald Trump’s election as president have been…
14/02/25
Macroeconomics
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Article
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Article
Weekly Market Update – Unpredictable...
Tracking the Trump administration’s trade policy announcements could well become complex. After the surprise one-month delay in tariffs on products…
11/02/25
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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
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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
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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