Summary Q2 2025
‘Unsettled’ seems like an apt choice of word to describe 2025. Unsettled markets were duly unsettled by unsettling policy from a US administration determined to confront perceived wrongdoings by unsettling the global trade system through tariffs. If implemented, US policy could serve to keep inflation at a higher level and therefore make the US Federal […]
Markets Outlook Q2 2025
Unsettled That the year has started off on the wrong foot might well be an understatement. If anything, it’s stumbled out of the gates, tripped over a tariff and landed awkwardly in a patch of geopolitical uncertainty. ‘Unsettled’ seems like an apt choice of word to describe 2025 thus far. Unsettled markets have been duly […]
Q1 2025 – Gold: On the move
Humankind have been attracted to gold for millennia. Most obviously in jewellery form as a sign of wealth and status, but also as an investment as a long-term store of value, with the potential to help preserve purchasing power over time and also thrive in challenging markets in the belief that its price will stay […]
Make America Great Again, Again, and Again?
After years of the market being led by US mega-cap companies, such as Apple, Microsoft, Nvidia and Tesla, and a steady procession of articles fating an era of continued US stock market exceptionalism – came a shock. Stocks go up, but can also go down. We have previously written about the phenomenon of the ‘Magnificent […]
