Trump’s tariffs – A paradigm...
In the absence of major revisions, the latest US import tariffs are a stagflationary shock for the US economy, potentially…
07/04/25
Global
-
Article
-
Article
Monthly Market Viewpoint – Not...
Declines in US equities over the last month were primarily a function of disappointing economic data and a partial ‘Magnificent-7…
10/03/25
-
Podcast
Talking Heads – Absolute return...
There is always uncertainty, particularly when it comes to the direction of bond markets in an uncertain world. James McAlevey,…
19/02/25
-
Article
Summer reading – Culture, cults...
As a business professional, you will want to switch off when you head for the hills, the beach (or wherever…
02/08/24
-
White paper
What impact do sustainability criteria...
The effect on the performance of an investment portfolio of applying sustainability-based criteria to select stocks remains a topic of…
22/07/24
-
White paper
The gold rush
Since the outbreak of conflict in the Middle East and disruptions to global maritime trade through the Red Sea, gold…
04/04/24