Articles

The Monthly Edit – June 2025

We examine the markets daily, and our monthly update is a selection of key global stories explained through an investment lens. Market headlines Global equities in US dollar terms back to record highs in June. The MSCI All Country World Index in US dollars was back to...

The Monthly Edit – May 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 notch up a decent month, as the continued tariff pause spurs relief rally. May saw equity markets continue...

The Monthly Edit – April 2025

We examine the markets daily, and our monthly update is a selection of key global stories explained through an investment lens.Market headlinesHuge volatility hits markets in April. April saw huge volatility in global markets, as investors reeled first from fears over...

The Monthly Edit – June 2025

We examine the markets daily, and our monthly update is a selection of key global stories explained through an investment lens. Market headlines Global equities in US dollar terms back to record highs in June. The MSCI All Country World Index in US dollars was back to...

The Monthly Edit – May 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 notch up a decent month, as the continued tariff pause spurs relief rally. May saw equity markets continue...

The Monthly Edit – June 2025

The Monthly Edit – June 2025

We examine the markets daily, and our monthly update is a selection of key global stories explained through an investment lens. Market headlines Global equities in US dollar terms back to record highs in June. The MSCI All Country World Index in US dollars was back to...

read more
The Monthly Edit – May 2025

The Monthly Edit – May 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 notch up a decent month, as the continued tariff pause spurs relief rally. May saw equity markets continue...

read more
The Monthly Edit – April 2025

The Monthly Edit – April 2025

We examine the markets daily, and our monthly update is a selection of key global stories explained through an investment lens.Market headlinesHuge volatility hits markets in April. April saw huge volatility in global markets, as investors reeled first from fears over...

read more
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...

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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...

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