Summary Q4 2025
The global economy continues to be characterised by slow growth and increasing uncertainty. While some sectors are showing some resilience, tariffs, inflation, and geopolitical risks are creating a complex and challenging backdrop for investors alike, which demands a risk-aware approach. There are signs tariffs are beginning to contribute to higher consumer prices in the US, […]
Markets Outlook Q4 2025
Autumn and the leaves are beginning to fall For me, the Autumn months have become a time of reflection, marked by both caution and a sense of optimism. On the one hand, the evenings drawing in signal it is time to pack away the ‘t-shirt and shorts’ wardrobe of summer, to be replaced with something […]
Gold: Everything in its Right Place, or time for the Exit Music?
On the surface, the only thing seemingly more in demand than gold right now is a Radiohead ticket, so it is unsurprising to see the gold price reaching another recent record. Whilst this is intended to be a short piece, it is sensible to set the background for some of the broad themes that have […]
