13/04/2026 Shifting war realities affect markets An uncertain and volatile environment around US-Iran negotiations is affecting oil prices. Any sign of subsiding war risks would obviously be positive...
21/07/2025 China’s growth set to hit target in 2025 Despite the ongoing trade war with the United States, China’s growth remained resilient thanks to trade diversification* into non-US markets.
16/07/2025 Portfolio Strategy A brief history of US protectionism and global trade Understanding the historical dynamics of trade and protectionism provides insight into today's increasingly multipolar world.
15/07/2025 US tariffs delayed to August While tariff implementation has been postponed, policymakers and central banks await clarity on the impact on the economy.
7/07/2025 Independence Day’s big tax bill The bill will increase the federal deficit and push debt to around 135% of GDP by 2035 (Moody's estimate).
30/06/2025 NATO pledges for more defence outlay The new world order, intensified by threats like the Russia-Ukraine war, is driving calls for higher defence spending.
23/06/2025 Geopolitics fuels a surge in oil Oil prices have risen on concerns over supply disruptions following the conflict, with some ripple effects in equities.
