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Category: Investment Views

One Big Beautiful...Breakup

US debt and interest costs are surging to levels that have historically undermined great powers,…

Past the point of peak uncertainty?

Trump’s broad tariffs jolted markets, spiked uncertainty, and deepened a risky US‑China trade standoff

Is US Exceptionalism Waning?

US exceptionalism has driven rich valuations, but stretched premiums make diversification vital

“Escalate to de-escalate” is a risky policy

Trump’s unpredictable tariff moves risk higher inflation, weaker growth and volatile markets even as he…

The Case For Sustainability

Sustainable investing still offers strong long‑term potential despite hostile politics and weak near‑term sentiment

Rousing The Dragon

China’s debt hangover echoes Japan, but fresh stimulus is powering a sharp equity rebound

Dealing with unexpected summer storms

Yen carry unwind, weak data and geopolitics sparked a brief but violent global market summer…

The Great Rotation and UK Pendulum Beginning to Swing?

UK small caps look attractive as tech mega‑cap dominance wobbles and a pro‑growth UK backdrop…