Weekly Insights
Weekly Insights 31
May 12, 2025
Weekly InsightsWeekly Investment Insights
Trade talks are moving forward, with a deal between the US and the UK announced last week, while China and the US have agreed to significantly reduce tariffs for the next 90 days. The US will lower tariffs on Chinese goods from 145% to...
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May 5, 2025
Weekly InsightsWeekly Investment Insights
Spring has sprung and as the green leaves return to the trees around us, so too did the green on our Bloomberg screens at the end of last week. Both the Nasdaq and the S&P 500 recovered the losses that they had endured in...
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April 28, 2025
Weekly InsightsWeekly Investment Insight
Stocks on both sides of the Atlantic advanced last week, clinging onto some positive news on trade, even if concrete details are still largely amiss. President Trump’s comment that he had no intention to fire the Chairman of the Federal Reserve also boosted sentiment, as...
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April 14, 2025
Weekly InsightsWeekly Investment Insights
Please note that the Weekly Investment Insights will be paused over Easter and will resume on the 28th of April. Easter is just around the corner, but this year there may be fewer eggs hiding in the bushes during Easter egg hunts in the US....
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April 7, 2025
Weekly InsightsWeekly Investment Insights
So-called “Liberation Day” has catalysed a global market selloff, with US President Trump announcing sweeping new US tariffs, including a baseline 10% tariff on all imports, effective April 5. “Reciprocal tariffs” on several countries were significantly bolder than markets had expected, ushering in new...
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