July 2023 | Continued Turbulence
13th July 2023
Global equities have experienced a turbulent start to July, mirroring the volatility seen throughout the year. One week brings positive gains, only to be followed by broad market…
Author: Chris Metcalfe
July 2023 | Continued Turbulence
13th July 2023
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Japan: Back at the Table
29th June 2023
Japan has repeatedly failed to deliver on promises to reform, but it is showing signs of real change for the first time in over 14 years. The market…
April 2023 | The Key to Portfolio Stability
20th April 2023
Following the supposed ‘banking crisis’ in late March, market movements during April have reflected a further easing in concerns over the banking sector. There has been no real…
American Exceptionalism
29th March 2023
The term “American exceptionalism” can be traced back to 1840. However, it wasn’t until a century later that the expression started to be more widely used in reference…
When Everything is a Crisis, Nothing is
17th March 2023
The word “crisis” has been used as a term for political and economic events throughout history. Agreed, sometimes it is appropriate, but particularly with media influence it now…
It’s Not ‘Big Oil’
27th February 2023
In the coming years, virtually all forms of energy will have significant tailwinds, but the source of those tailwinds will be energy source-specific. Russia’s invasion of Ukraine highlighted…