From the brink of a bear market, US stocks have staged a ten-trillion-dollar rally, bringing record highs within reach. Summer is in full swing in the equity space, with easing tensions in the Middle East and hopes of Fed rate cuts boosting the mood. However,...

As the world grappled with the threat of tariffs from the United States, global trade experienced a dramatic yet short-lived boom. Now, as the dust settles, businesses, economists and policymakers are left asking: what comes next? When President Trump took office on January 20, he...

  Saturday 21 June marks the summer solstice in the Northern Hemisphere. This is the day with  the most daylight hours in the year and is celebrated as the start of summer in many cultures. However, despite currently being in the season of long days...

  The short week kicked off with a thaw in trade tensions between the US and China as representatives from the world’s two largest economies met in London to continue negotiations. However, concerns rose again later in the week when President Trump told reporters that...

A choppy start to 2025 When we published our 2025 Outlook, Tides of Change, we anticipated a year defined by turbulence—and indeed, the first half has been nothing short of eventful. A global bond sell-off rattled markets at the onset of the year, driven in...