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…

•    White smoke in Rome, but fog in the global economy. •    Macro data reinforces Fed hesitancy in cutting policy rates. •    Tariff news flows but still…

•    COVID provides a good template for discerning market reaction to trouble on the horizon•    A true market reaction will likely have to wait for hard economic data•…

Investors find themselves navigating a period of uncertainty, particularly as they await greater clarity on tariffs, with the US-China negotiations remaining a focal point. While the concerns are warranted, patience…