Liberation Day – the art of the deal?

Liberation Day – the art of the deal?

What has happened? As widely expected, on 2 April President Trump announced reciprocal tariffs under the International Emergency Economic Powers Act (IEEPA), as he declared a national emergency over the size of the US trade deficit. While there is some hope that Trump...
The Monthly Edit – February 2025

The Monthly Edit – February 2025

We examine the markets daily, and our monthly update is a selection of key global stories explained through an investment lens. Market headlines Equity markets volatile due to trade tariff risks. A key part of US president Trump’s election campaign, US trade tariff...
The Monthly Edit – February 2025

The Monthly Edit – January 2025

We examine the markets daily, and our monthly update is a selection of key global stories explained through an investment lens. Market headlines Equity markets gain despite tech sector turbulence. Global equities gains were driven by strong performances in non-tech...