ANALYSIS: After initial panicky response to Liberation Day tariffs, US financial markets have recovered to a level seeming to imply tariffs will have minimal impact on inflation, interest rates, and corporate profits.
ANALYSIS: A constructive view for markets this year.
ANALYSIS: Slow and steady does it.
ANALYSIS: How does the flood of capital affect the EV companies themselves?
ANALYSIS: What ‘Active Share’ is and why it matters.
ANALYSIS: Many of the current inflationary forces are unlikely to reverse quickly.
ANALYSIS: But bonds will struggle to beat inflation for some time to come.
ANALYSIS: Implications of inflation for the investment landscape.
ANALYSIS: How issuing staff shares can change the picture.
ANALYSIS: Traditional balanced funds, exposed to low yielding bonds, look vulnerable.