Weekly Market Update – Drama...
Any expectations that the end of the 90-day US tariff pause on 9 July would provide final clarity on American…
09/07/25
Macroeconomics
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Article
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Article
Monthly Market Viewpoint – Accelerating...
The dominance of the technology sector in US equity market returns was a key theme in 2024 with the rise…
01/07/25
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Article
Equity Outlook – More wind...
The imposition of tariffs by the Trump administration puts more wind in the sails driving the dominance of tech and…
01/07/25
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Article
Weekly Market Update – Beyond...
Geopolitics have been dominating the headlines, and driving market movements, to a particularly high degree recently. Should the conflict in…
25/06/25
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Article
What does the Sino-US trade...
China and the US have reached a preliminary agreement on a trade negotiation framework that looks more likely to be…
24/06/25
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Article
Weekly Market Update - Let’s...
The reaction of financial markets to the current rickety state of the world could perplex, or even shock, investors. Do…
19/06/25