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Geopolitics
November 25 2024
International/Global .
Article

6 minute read

Global reverberations of the US election
November 20 2024

A look at the impact Trump's potential policies might have on international markets. 

October 29 2024
Geopolitics .
Article

2 minute read

How might tariffs affect trade finance?
October 29 2024

A trade war could have unexpected consequences.

October 21 2024
Geopolitics .
Article

4 minute read

Positioning EMD ahead of the US election

October 21 2024

The implications for foreign policy could be far-reaching

August 28 2024
Equity .
Article

4 minute read

China's slow bleed
August 28 2024

For investors looking for a change in direction, China's Third Plenum was underwhelming.

June 18 2024
Equity .
Article

6 minute read

Passing the buck on higher energy prices
June 18 2024

Filling up at the pump matters to voters.

April 19 2024
Geopolitics .
Article

7 minute read

'April is the cruellest month...'
April 19 2024

Geopolitics, seasonality, interest rates and stubborn inflation have all come calling.

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