Fighting the last war
Bombastic rhetoric from President Donald Trump and North Korean dictator Kim Jong-un punctured the recent calm of equity markets last week.
The S&P 500 had drifted along for 14 days without rising or falling more than 0.3% each day, a...
INTRODUCTION
From Our Founder
In February, we spoke about the risks of the new US administration struggling to pass legislation. Over two quarters into 2017, we have now witnessed the unsuccessful repealing of the Affordable Care Act, which refreshes our concern a...
GLOBAL ECONOMIC REVIEW AND OUTLOOK
Over the course of H2 2017, global growth accelerated, led by a broad-based recovery in industrial production. Policy support in China saw increased demand for raw materials, pushing up commodity prices, while the stabilization in oil...
August 14, 2017
Fighting the last war Bombastic rhetoric from President Donald Trump and North Korean dictator Kim Jong-un punctured the recent calm of equity markets last week. The S&P 500 had drifted along for 14 days without rising or falling more than 0.3% each day, a...
August 10, 2017
INTRODUCTION From Our Founder In February, we spoke about the risks of the new US administration struggling to pass legislation. Over two quarters into 2017, we have now witnessed the unsuccessful repealing of the Affordable Care Act, which refreshes our concern a...
July 28, 2017
GLOBAL ECONOMIC REVIEW AND OUTLOOK Over the course of H2 2017, global growth accelerated, led by a broad-based recovery in industrial production. Policy support in China saw increased demand for raw materials, pushing up commodity prices, while the stabilization in oil...