The Interest Rate Conundrum
26th February 2026
We have experienced years in which markets have hung on every word from central banks, with clear evidence of coordination in policy direction across major financial centres. However,…
Author: Chris Rush
The Interest Rate Conundrum
26th February 2026
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The Calendar Turns, Markets Don’t
17th February 2026
Markets don’t care about the calendar The first few weeks of 2026 have been a mirror image of 2025, and the reason is simply that the same factors…
Why Asset Allocation isn’t the Whole Story
25th September 2025
We all know the saying: asset allocation drives the majority of portfolio returns. But 2025 has so far been a stark reminder that fund selection can make or…
Diplomacy in the Shadows: What Trump’s Trade Tactics Mean for Your Client’s Investments
12th August 2025
This update covers the period up to August 7th. It primarily covers 2025, but we have extended it back to November 5, 2024, to encompass the entirety of…
Duplicity for Dummies
9th July 2025
Macro & Markets The Ultimate Key Date This update covers the period up to July 9th. This update primarily covers the first half of 2025, but we have…
Has Sustainable Investing Lost its Lustre?
25th June 2025
Sustainable investing has come under some pressure over recent years. Back in 2022 many investors believed they could get the feel-good factor of investing sustainably without sacrificing investment…