1. Trump’s Trifecta Triumph The polls may have said the US election was heading for a dead heat, but in the final reckoning, Donald Trump...

The third quarter of 2024 marked a significant shift in global monetary policy, with major central banks initiating easing cycles to...

The past year has seen the cost of money rise rapidly as interest rates have moved from zero to 5% across the developed world....

The last few weeks have unearthed a potential downside to the unexpected strength in the global economy. 2023 started with a plethora of...

It is important to assess the investment lessons learnt after yet another remarkable year. Our investment process is built on the key...

2022 has been a difficult year for multi-asset portfolios as bond yields have risen in reaction to higher inflation. While an end to...