It’s been 10 months since US President Donald Trump’s ‘Liberation Day’ tariffs shook stock markets, but now tariffs are back in the financial spotlight. While markets have only dipped slightly, …
20 January 2026
In the first 10 months of 2025, more than US$63 billion went into global equity ETFs. That’s over US$20 billion more than the next most popular category, US equities. It’s…
14 January 2026
Never before have we seen fiscal deficits, or rate cuts of this magnitude, delivered outside of recessions. With President Trump returning to the White House and trade hostilities back on…
13 January 2026
Over the past five years, the percentage of U.S. stocks represented in the most popular global indices has grown substantially. The so‑called ‘Magnificent Seven’ — a handful of technology giants¹…
13 January 2026
The start of a new year is always filled with fresh speculation on what we’ll see in the year ahead for markets — from predictions on if the AI bubble…
31 December 2025
As we enter into a new year, it’s useful to reflect on how global interest rates changed in 2025 and consider what could lie ahead in 2026. While inflation has…
31 December 2025
It’s tempting to think that investing success in 2026 will come from correctly timing when the ‘AI bubble’ will burst, or from identifying the next wave of winning technology companies. …
24 December 2025
2025 has been another busy year for pensions. One of the biggest pension announcements came from Chancellor Rachel Reeves in the Autumn Budget. She confirmed that from April 2029, only…
24 December 2025
