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 – 16th August , 2024
US stocks experienced their best week since November 2023, rebounding sharply

Actionable Insight – August
The hike in interest rates by the Bank of Japan led

Weekly Newsletter – 2nd August , 2024
Regular readers of our newsletter know that over the last several

Weekly Newsletter – 26th July , 2024
Both the S&P 500 and Nasdaq ended the week lower, with

Weekly Newsletter – 19th July , 2024
Both the S&P 500 and Nasdaq experienced their worst week since

Actionable Insight – July
Politics take centre stage in the markets. Meanwhile, the US economy

Weekly Newsletter – 28th June , 2024
US markets once again ended the week largely flat, as political

Weekly Newsletter – 21st June , 2024
It was a relatively quiet week in the financial markets, with

Actionable Insight – June
US equities surge as S&P 500 hits 25 all-time highs this