Market update

1991 Boeing 757-200 Series - Former United States President Donald Trump’s private jet

MAGA uncertainty creates MEGA returns?

Mar 19, 2025

Navigate market uncertainty with our March 2025 update. Discover how economic shifts in the US & Europe impact your investments, and find potential opportunities.

MAGA uncertainty creates MEGA returns?

Mar 19, 2025

Navigate market uncertainty with our March 2025 update. Discover how economic shifts in the US & Europe impact your investments, and find potential opportunities.

Technology Turbulence and Regional Gains

Woman using a computer chatting with an intelligent artificial intelligence asks for the answers he wants. A.I. Chat with AI or Artificial Intelligence technology.

Feb 17, 2025

Volatility remains a key theme for investors. This was evident late in the month when markets were jolted by the sudden emergence of DeepSeek, triggering a sharp but short-lived bout of turbulence.

Higher bond yields spike investor interest

ond yield with dollar banknotes. Business and financial management

Jan 21, 2025

In last month’s update we spoke about two prominent themes we see evolving over the course of this year. The first was regarding the diverging and contrasting growth outlook for the US compared to the rest of the world.

A Christmas Slaying for the Magnificent Seven

Santa Claus detective is looking for a criminal

Dec 18, 2024

Discover 2024's resilient market trends, US equity outperformance, and 2025's prospects with insights on growth, diversification, and value investing.

Trump's return - investment boom or inflationary timebomb?

The Statue of Liberty with inscription of 2024 Presidential Election in the United States and waving American flag animation in the backgroung

Nov 20, 2024

The US election has dominated headlines and markets over the recent past. Now that the US election has delivered a new President, we can consider how markets have reacted and the broader economic implications.

Federal Reserve and Chinese central bank – unusual bed fellows or fiscal allies?

Oct 15, 2024

In this month’s update we will take a closer look at Chinese stimulus, it’s expected economic effectiveness and ongoing market impacts, along with the impact of these initial US rate cuts on markets.