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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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July 7, 2025
Weekly InsightsWeekly Investment Insights
Last week, the House of Representatives granted final approval to President Trump’s widely debated tax and spending legislation, titled the “One Big Beautiful Bill Act”. The bill extends tax cuts from Trump's first term in office, while also cutting Medicaid funding and clean energy...
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July 3, 2025
NewsThe clock is ticking on EU-US trade negotiations
This article was written on July 1 The July 9 deadline by which US trading partners must have reached a trade deal with the US to avoid the “reciprocal” tariffs announced on “Liberation Day” is on the doorstep. Most of the 90-day pause passed...
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July 1, 2025
BILBoardBILBoard Summer 2025 – Always wear sunscreen
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,...
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June 30, 2025
Weekly InsightsWeekly Investment Insights
At a summit in the Hague last week, Nato allies pledged to raise defence spending to 5% of GDP by 2035. This was music to President Trump’s ears who reassured the allies that he is “with them all the way”. Although this assurance from...
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