Tax-Efficient Gains Amid Economic Uncertainty The UK gilt market is experiencing a surge in demand, with financial advisers rapidly...

On February 10, 2025, President Donald Trump announced the imposition of a 25% tariff on all steel and aluminium imports into the United...

The recent imposition of tariffs by President Donald Trump—25% on imports from Canada and Mexico, and 10% on Chinese goods—has introduced...

Market Overview: Measured Reactions Amid Rising Tensions The resurgence of trade tensions between the United States and China has sent...

HarbourVest Global Private Equity Limited (HVPE), a prominent FTSE 250 investment trust, has recently unveiled a series of strategic...

On 1 February 2025, President Donald Trump announced the imposition of 25% tariffs on imports from Canada and Mexico, and a 10% levy on...

The debate over expanding Heathrow Airport with a third runway has been a protracted saga, emblematic of the UK's broader struggles in...

MY OUTLOOK: Valuation Reassessment and Strategic Positioning The recent unveiling of DeepSeek’s AI model has sent shockwaves through...

Temporary Surge or Sustainable Growth? Since Donald Trump’s return to the White House, global equity markets have surged, defying early...

Liquidity Concerns, Arbitrage Opportunities & Policy Risks A seismic shift is occurring in global gold markets as a surge in shipments to...

Nvidia, AI Innovation, and Market Reactions The AI arms race has been dominated by a handful of US tech giants, with Nvidia reigning...

Are European Stocks Finally Closing the Valuation Gap? In January 2025, European equity markets delivered a standout performance,...

Over the past year, a spate of private equity (PE) and venture capital (VC) portfolio companies, especially in the US consumer and...

Rachel Reeves, Labour’s Shadow Chancellor, has sparked debate with her recent pro-business stance, advocating for a recalibration of the...

Musk’s Ambitious Buyout Deal In a critical move for Wall Street’s balance sheets, leading banks, including Morgan Stanley, Bank of...

The global equity markets are off to a strong start, buoyed by exceptional corporate earnings in the technology sector and optimism...

Donald Trump’s recent threat to double tax rates on foreign nationals and companies operating in the US underlines his broader “America...

MY ANALYSIS: Balancing Short-Term Gains with Long-Term Growth In a notable development, UK companies have surpassed their US counterparts...

The Fragility of Confidence in the UK Economy On 13 January 2025, the spread between 10-year UK gilts and German Bunds hit 230 basis...

The inauguration of President Donald Trump on January 20, 2025, has reignited discussions around the so-called "Trump trades"—investment...

The transatlantic energy relationship has been thrust into the spotlight as former US President Donald Trump’s recent threats of tariffs...

Balancing Private Capital Depth with Long-Term Strategic Goals David Solomon, CEO of Goldman Sachs, recently stirred debate during the...

MY OUTLOOK: Navigating Unrealised Losses and Seizing Future Opportunities Measured against its peers, Bank of America (BofA) has...

In a decisive move, UK Chancellor Rachel Reeves is intensifying pressure on regulators to dismantle what she describes as "anti-growth...