Since Trump announced sweeping new tariffs on ‘Liberation Day’, market dynamics have shifted almost daily. In this issue, we explore the rising political risks surrounding his presidency and the challenge it poses to investors within and beyond the US.
Our Long Read turns to gold, taking a closer look at the structural drivers behind its multi-year rally—and why we believe this strength may prove enduring.
Read the April Portfolio Perspectives here.
Artificial intelligence has dominated global investment narratives for years, driving the rise of mega-cap technology firms and shaping equity performance. However, the next decade of...
Technology, Institutions and Investment: Lessons from Nobel Laureates The dominant theme in markets this year has been the transformative potential of technology. From cloud infrastructure...
This month’s long read explores the rising stagflation risks in the UK and the US, driven not by commodity shocks but by domestic policy measures....