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August 4, 2025
Weekly InsightsWeekly Investment Insights
After rising towards new all-time highs at the start of last week, US equity markets closed in the red, with the S&P 500 experiencing its largest drop since May (-2.4%), and the Dow its worst week since April (-2.9%). The Russell 2000 which includes...
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August 1, 2025
BILBoardBILBoard August 2025 – Trump’s trade gambit
Written 31 July 2025 President Trump appears to be achieving his key objectives on trade. Several major trading partners have acquiesced to tariffs while agreeing to enhance market access for US firms. Financial markets, which were initially unsettled by the overhaul of global trade,...
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July 28, 2025
Weekly InsightsWeekly Investment Insights
On Sunday, in the quaint village of Turnberry on Scotland's west coast, a trade deal between the EU and the US was finalized, ahead of the August 1 deadline. After months of back-and-forth negotiations, US President Donald Trump and European Commission President Ursula von...
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July 21, 2025
Weekly InsightsWeekly Investment Insights
Trade was again the hot topic last week, with President Trump stating that letters would be sent to more than 150 countries notifying them that their tariff rates could be 10 or 15%. He clarified that this group will be composed of smaller countries...
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July 14, 2025
Weekly InsightsWeekly Investment Insights
Written 14 July The US administration did not meet its self-imposed target of striking “90 trade deals in 90 days”. With the July 9 deadline now in the rearview mirror, only the UK, China and Vietnam have some form of a deal. August 1...
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