Insights

Weekly Newsletter – 13th June , 2025
Economic and policy risk were at least temporarily relegated to secondary status as geopolitical risk emanating from the war between Israel and Iran took centrestage. We expect financial markets to be in ‘risk off’ mode until clarity emerges about the extent and duration of damage caused by the conflict. Oil prices,

Weekly Newsletter – 13th June , 2025
Economic and policy risk were at least temporarily relegated to secondary status as geopolitical risk emanating from the war between Israel and Iran took centrestage. We expect financial markets to be in ‘risk off’ mode until clarity emerges
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Weekly Newsletter

Weekly Newsletter – 10th January , 2025
A surprisingly strong US jobs report fed into fears of sustained

Weekly Newsletter – 3rd January , 2025
The S&P 500 did not experience a Santa Claus rally this

Actionable Insight – Of Predictions and Preparedness (Part 1)
As we step into a new year, we take this opportunity

Weekly Newsletter – 13th Decmber , 2024
US stock indices paused this week as markets focused their attention

Weekly Newsletter – 6th December , 2024
A tech rally boosted major US indices to new highs in

Actionable Insight – November
US stocks continue to deliver very strong performance, recently buoyed by

Weekly Newsletter – 15th November , 2024
US stocks initially surged following Trump’s election victory, but have since

Weekly Newsletter – 8th November , 2024
U.S. stock markets experienced their best week in a year, with

Weekly Newsletter – 1st November , 2024
US October jobs data came in well below expectations, but analysts