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Trump, tariffs and trade tensions
The Trump administration’s liberation announcement on tariffs has created shockwaves across markets.
- Date published
- 18 Apr 2025
- Tag
- Global Long-Term Unconstrained
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Global Long-Term Unconstrained portfolio update Q1 2025
Our latest update on portfolio activity, key market events and outlook.
- Date published
- 26 Mar 2025
- Tag
- Global Long-Term Unconstrained
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2025 German elections
No fireworks expected.
- Date published
- 21 Feb 2025
- Tag
- Global Long-Term Unconstrained
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How Trump's tariffs influence key investor risks
US President Donald Trump has decided to go ahead with implementing the first round of tariffs on trading partners, with a 25% tariff on Canada and Mexico, and 10% on China.
- Date published
- 6 Feb 2025
- Tag
- Global Long-Term Unconstrained
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Global Long-Term Unconstrained - 2025 Outlook
Five graphics on inflation, monetary policies, growth, earnings and valuation for investors to consider as we look into 2025.
- Date published
- 10 Dec 2024
- Tag
- Global Long-Term Unconstrained
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Global Long-Term Unconstrained portfolio update
Latest update on portfolio activity, key market events and the outlook.
- Date published
- 14 Nov 2024
- Tag
- Global Long-Term Unconstrained
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The Formidable Two Part II
Accelerating disruption and growing concentration risks.
- Date published
- 1 Nov 2024
- Tag
- Global Long-Term Unconstrained
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Clean sweep or lengthy recounts?
Will there be a clean sweep by either the Democrats or the Republican parties, and will there be lengthy recounts?
- Date published
- 21 Oct 2024
- Tag
- Geopolitics
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Q2 2024 results season
Mixed fortunes for growth, earnings and sales.
- Date published
- 2 Sep 2024
- Tag
- Global Long-Term Unconstrained
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The Formidable Two
A selective exposure towards the Magnificent Seven.
- Date published
- 16 Jul 2024
- Tag
- Megatrends
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Republican front beats the far-right in French election
Macron’s Machiavellian plan bears fruit.
- Date published
- 8 Jul 2024
- Tag
- Geopolitics
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French election update
Melonomics rather than Trussonomics if far-right party wins French elections.
- Date published
- 7 Jul 2024
- Tag
- Geopolitics