The past few weeks have seen growing confidence priced into financial markets regarding forthcoming rate cuts by the U.S. Federal Reserve. This optimism stems from two core drivers: first, the…
The US attack on Iran’s nuclear facilities adds another dimension to the already volatile situation in the Middle East. While global markets will carefully analyse developments in the oil market…
Just as the global macro narrative was on its way to stabilisation—with softer-than-expected US inflation, resilient global growth data, and early signs of moderation in trade rhetoric—escalating tensions between Israel…
The unfolding squabble between President Trump and Elon Musk notwithstanding, we have focused on something far more interesting – emerging opportunities in equity market investing. For much of the last…
The S&P 500 recorded its best May in 35 years, surging 6.2% during the month and notching up its best monthly gain since November 2023. Not surprisingly, the financial press…
Trade Tensions ReturnPresident Trump’s proposed 50% tariffs on all imports from the EU announced in a seeming fit of pique about the alleged “tardy” pace of negotiations have reignited fears…
With a lot of reading behind us and post-participation in several forums over recent weeks, what stands out is the sheer diversity of views in the market today. While we…
