Key Investment Risks for 2025
- Date: 20/12/2024
As we look ahead to 2025, an interplay of macroeconomic and geopolitical risks dominate the investment landscape. In our latest research note, Andrew Bloomfield addresses each key risk in turn and argues how their interconnectedness highlights growing internal imbalances and international tensions.
Find Out More
Market Commentary – November 2024
- Date: 09/12/2024
Key Themes Driving Currency Markets Trump Election Victory Pushes USD to 12-Month High Global political developments dominated the FX space in November with the U.S. presidential election acting as the primary driver of broad dollar strength over the month. In the leadup to election day, dollar strength picked up as….
Find Out More
Is China’s Policy Playbook Outdated?
- Date: 22/11/2024
Following Trump’s victory, the spotlight has shone on China as investors contemplate whether the injection of stimulus measures will be the antidote to its ailing economy and the tariffs threatened by the incoming US administration.
Find Out More
Market Commentary – October 2024
- Date: 06/11/2024
Key Themes Driving Currency Markets US dollar buoyed by Trump and hawkish Fed communique The US dollar mounted a strong comeback in October as hawkish Fed comments, stronger employment data, and rising odds of a Trump election victory underpinned the rally over the month. Fed Chair Jerome Powell set the….
Find Out More