The market sell-off following the announcement of new trade tariffs continues as investors try to assess Trump’s next move and the impact on the global economy. We do not advocate kneejerk reactions during moments of market turmoil. History has demonstrated that even after the worst...

US announces higher-than-expected trade tariffs Market reaction was clearly risk-off but still manageable Uncertainty is here to stay. As with previous announcements, Trump could still dilute, delay or remove tariffs, with the floor open for negotiations   Global financial markets entered a risk off mode...

  As negotiations continue with a view to reaching a possible peace agreement in Ukraine, hopes are growing for an economic recovery in Europe. Markets are hopeful about the restoration of energy trade, as well as the reorientation of military spending. However, uncertainty over the...

On Thursday March 20th, the Northern Hemisphere marked the Spring Equinox. During this phenomenon, we experience an identical amount of daylight and night-time hours due to the Earth’s position in its orbit around the Sun. In some sense, it feels like the US economy is...

Written as at 6th March 2025 European equites have taken centre stage in 2025, defying expectations and outpacing their US counterparts.  The Europe Stoxx 600 has risen by around 9% year-to-date, while Germany’s DAX has surged by almost 16%, with both indices hitting new record...