Market Outlook 2025 Outlook Preparing for a Trump Presidency Read More → Mid Year Review 2024 2024 – a year of geopolitical change Read More → GHAM 2025 Mid Year Review Uncertainty is the defining characteristic of 2025 Read More → GHAM 2025 Year-end Review & 2026 Outlook Our Winning XI investment ideas for the FIFA 2026 World Cup year Read More → Investment Commentary 2025 (12) Dec 2025 Closing the Year Without Closure Read → Nov 2025 Markets Drift Without Data as Policy Signals Diverge Read → Oct 2025 Liquidity is Tightening, Even as Policy Eases Read → Sep 2025 Could cuts be on auto-pilot, and is the market too relaxed? Read → Aug 2025 Is the Fed poised to cut rates (on their own accord)? Read → Jul 2025 OK, so Trump Is Winning (it looks like) Read → Jun 2025 Data Holds Steady, Structural Risks Build Read → May 2025 Markets Rebound on US-China Trade Deal Read → Apr 2025 Liberation Day turmoil, US-China Standoff Read → Mar 2025 Waning 'Trump Put', Bund Yields Surge Read → Feb 2025 Trump Tariffs, DeepSeek Rally Continues Read → Jan 2025 Trump Comes into Office, DeepSeek Rattles Markets Read → 2024 (9) Dec 2024 Fed Shakes Markets, China Announces Stimulus Push Read → Nov 2024 Trump Victory Rallies the U.S, China Stimulus Disappoints Read → Oct 2024 U.S. Growth Fuels Yield Spike, China Eyes Fiscal Boost Read → Sep 2024 Fed cuts 50bps, Chinese equities rally upon stimulus package Read → Aug 2024 The time for rate cuts has come Read → Jul 2024 US election sees Blue wave; more volatility in global equities Read → Jun 2024 Look out for election driven volatility ahead Read → May 2024 China unleashes its "517" property stimulus bazooka Read → Apr 2024 Path to winning inflation fight is far from clear Read → Mar 2024 The tough battle against inflation Read → No commentary matches that search.
