Market Perspectives: Tariffs 2.0? The options for President Trump
This week we focus on tariffs following last Friday’s US Supreme Court ruling that the current tariff regime under the International Emergency Economic Powers Act (IEEPA) is unlawful.
Asset Allocation update – February 2026
2026 has thus far seen geopolitical events, from Venezuela and Iran to Greenland, attracting attention. Headlines about tariffs and questions over the independence of the US Federal Reserve have continued. Still, financial markets remain resilient.
Market Perspectives: The Great Rotation… What’s going on with US equities?
This week we focus on US equities and a rotation in the market.
Market Perspectives: Takaichi’s gamble pays off
This week we focus on the weekend’s Japanese elections.
Market Perspectives: Did the Federal Reserve just turn more hawkish or dovish?
This week we focus on the US Federal Reserve (Fed). We explore looming changes in leadership and a pause in rate.
Market Perspectives: Learning to live with tariffs threats
We focus on the fallout from last week’s Greenland tariff announcements and subsequent policy shifts.
Market Perspectives: How serious is the US threat to Europe over Greenland?
It’s been another busy week in terms of geopolitics as the US continues to ramp up rhetoric around the ownership of Greenland.
Market Perspectives: What could unsettle financial markets?
In terms of geopolitical newsflow it has been a very busy start to 2026. We have seen attention on Venezuela, Iran and Greenland to name but a few. Thus far, however, financial markets remain untroubled.
Market Perspectives: Will the latest geopolitical shock derail markets?
Welcome to the first market perspectives of 2026. Today we focus on geopolitics and US actions in removing Venezuelan President Maduro over the weekend.
Asset Allocation update – November 2025
We have seen a softening in market momentum led by US equities and based around two factors. Firstly, there are reduced expectations for an interest rate cut in the aftermath of the October’s Federal Reserve (Fed) meeting.
