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          February Issue 2025

          While a “soft landing” for the US economy remains the most probable scenario, recent economic data suggest that strong growth and persistent inflationary pressures could challenge expectations for a smooth transition.

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          26/03/2025

          January Issue 2025

          January 2025 was an eventful month. President Trump’s second term started with a deluge of executive orders ranging from declaring immigration a ‘national emergency’ and challenging the constitutional birthright to US citizenship, to renaming the Gulf of Mexico the Gulf of America and pulling out of the Paris climate agreement just after huge fires swept through Los Angeles.

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          26/02/2025

          December Issue 2024

          The remarkable Presidential return of Donald Trump compounded a year of exceptionalism for the US stock market as the S&P 500 returned 33% (in EUR) while the MSCI Europe returned just 10%. Sentiment for US equities remains almost uniformly positive amidst a mixed outlook for other major developed markets., despite the strong recent divergence.

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          22/01/2025

          November Issue 2024

          Following the clear results of the US election, where Donald Trump eased to a clean sweep of the Senate and the House of Representatives, the outlook for risk assets such as equities has become more favourable as the market anticipates the proclaimed ‘pro-growth policies’ of the administration in waiting.

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          27/12/2024

          October Issue 2024

          After the first rate cut by the Federal Reserve in September, early November events in the US mean that the politics of the world’s largest economy remain at the forefront of investors minds.

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          22/11/2024

          September Issue 2024

          September may have provided a pivot point for global equity markets, with investors welcoming the first interest rate cut by the Federal Reserve (Fed) since 2020.

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          25/10/2024

          August Issue 2024

          August was a volatile month for Global equities with the VIX index (a measure of volatility) reaching levels close to those of the 2020 pandemic and the 2008 Global Financial Crisis.

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          27/09/2024

          July Issue 2024

          Whilst a soft landing (where inflation moderates and growth slows but a recession is avoided) remains the consensus view for the US economy, recent datapoints have led to a re-pricing of risk by market participants.

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          23/08/2024

          June Issue 2024

          Economic data from the US showed a mixed picture in June. Jobs growth increased by the fastest pace in five months and the Purchasing Mangers’ Index (PMI) reached its highest level for two years, with accelerating activity in both services and manufacturing.

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          21/07/2024

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