US markets remain under pressure due to uncertainty around Trump’s actions and its effects on the economy. Investors look forward to “Liberation Day” when US announces its overall strategy on trade and tariffs. Europe and China have a much better run, but face their own risks and challenges. We continue to advise a nimble approach and diversification
- March 29, 2025
Weekly Newsletter – Sailing Through Choppy Waters
- April 13, 2026
Weekly Newsletter – 10th April, 2026
A US-Iran ceasefire offered markets a brief reprieve, driving a sharp rally in risk assets and pushing the…
- February 23, 2026
Weekly Newsletter – 20th February, 2026
A week of two halves early AI-driven losses and geopolitical friction gave way to a sharp Friday recovery…
- February 9, 2026
Weekly Newsletter – 6th February, 2026
Technology stocks endured their worst week in months as investors reassessed AI capital spending returns; however, broader markets…