The Trump Effect
Newly elected U.S. President Trump has wasted no time implementing the Make America Great Again (MAGA) agenda since his inauguration in January, and the Republican’s policies have sent shockwaves far beyond the U.S. homeland.
Market Commentary
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Trump, hitting the ground running
As we stand back and assess the situation a few weeks into Donald Trump being inaugurated as the 47th President of the United States (US), it’s clear that we aren’t short of developments to analyse.
The Hidden Crisis Beneath Our Feet: How Soil Degradation Threatens Food Security and Prices
Our blog post discusses the future of food, and the challenges to agriculture in a
burgeoning world.
Trump Incoming
2024 oversaw what, at first, appeared to be a tightly contested competition between the Democratic and Republican presidential nominees. In a result that surprised many, the victory ultimately went to Donald Trump, marking one of the most remarkable political comebacks in modern history. Whilst Trump’s first term was marred by controversy, it largely unfolded without major events on the global stage. However, judging by the rhetoric since his second presidential victory, the President-elect’s behaviour suggests a shift towards a far more volatile and unpredictable future. As Trump prepares to assume the most powerful seat in the world, we ask: what can we expect from his first few months in office?
Annual Market Review 2024
Our latest market commentary covers the drivers of market conditions across 2024, along with factor, asset class, and portfolio returns.
Q4 Market Review 2024
Our latest market commentary covers the drivers of market conditions across Q4, along with factor, asset class, and portfolio returns.
December Market Review 2024
Rising inflation in the UK contributed to Bank of England (BoE) holding rates at 4.75%. Global equities fall over December, driven by U.S stock sell-off. China signals shift to “moderately loose” monetary policy.
