Investment Update | April 2025
10th April 2025
Keep Calm but Maybe Don’t Carry On Macro & Markets Q1 was a bruising quarter for investors who maintained a relative overweight to the US assets which had…
Author: Chris Rush
Investment Update | April 2025
10th April 2025
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Investment Update | February 2025
10th February 2025
This update covers the period up to January 9th. As usual, we have taken the basic asset class chart (fig.1) back to the end of October 2023, the…
Fixed Income: Is it worth it?
31st January 2025
One of the most popular queries we currently receive from clients is why they should invest in fixed income at all. Given the performance of bonds in recent…
Investment Update | January 2025
13th January 2025
The Outlook This update covers the period up to January 9th. As usual, we have taken the basic asset class chart (fig.1) back to the end of October…
He’s Coming to Town!
18th December 2024
Whether you love him, loathe him, or just try to ignore him, one thing is certain: he’s coming back. Despite not officially starting his second term until his…
Investment Update | December 2024
13th December 2024
Market Crossroads: Unwrapping Tariff Uncertainties & Policy Shifts Macro & Markets The re-election of Donald Trump has introduced significant uncertainty, particularly regarding potential tariff escalations. Proposed tariffs…