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
- June 30, 2026
Weekly Newsletter – 26th June, 2026
A U.S.-Iran diplomatic breakthrough triggered a de-escalation pivot across global markets, sending oil prices down 8.70% as the…
- June 22, 2026
Weekly Newsletter – 19th June, 2026
The US–Iran ‘ceasefire’ eased energy supply fears and lifted risk sentiment, while the Fed’s June meeting and new…
- June 8, 2026
Weekly Newsletter – 6th June, 2026
A blowout US jobs report — 172,000 nonfarm payrolls against an 80,000 consensus — sent rate-hike odds surging…