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Insights
Expert views, diverse perspectives
Tap into deep local expertise with global insights designed to help you grow across borders.
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The future of the US Dollar
Since US “Liberation Day” import tariff hikes, the US Dollar has stayed …
15 May 2025
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How to select the best ETF for your investing needs
When the rubber hits the road – what can you do to turn investment strat…
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Time to add portfolio bulwarks
The relative market calm in recent days amid global trade uncertainty pr…
30 Apr 2025
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Trump 2.0 is already changing global behaviour
For President Trump, all is going as planned. Investors need to adjust p…
24 Apr 2025
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Invest like you shop
Regular investment in a diversified allocation, and accelerating those i…
17 Apr 2025
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Not the end of the world
In a volatile environment, here’s a two-step approach to staying calm: e…
10 Apr 2025
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What multi-polarism brings
The initial optimism on US equities following Trump’s election has faded…
03 Apr 2025
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Can tariffs stem fading US exceptionalism?
We still have a bias for US assets, although it is increasingly importan…
27 Mar 2025
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Technology software set to soar
Reasonable valuation, resilient earnings growth, catalyst from AI develo…
20 Mar 2025
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The weakening of US influence?
A more transactional US foreign policy is likely to lead to a reduction …
13 Mar 2025
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Trump’s tariff gambit: Market headwind or just noise?
Unless we see signs of trade policies causing deeper economic damage, a …
06 Mar 2025
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Understanding DeepSeek’s impact and potential opportunities
China’s low-cost AI chatbot could drive corporate earnings higher in the…
27 Feb 2025
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What to do if the US dollar weakens?
The US dollar is expensive by some measures. Staying invested in a globa…
20 Feb 2025
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Hedging trade war and inflation risks
Trade tensions are making the headlines, and the risk of higher-for-long…
13 Feb 2025
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What are DeepSeek and Trump tariffs telling us?
Tariffs and DeepSeek, while apparently disconnected, share one common tr…
06 Feb 2025
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Trump unlikely to snatch defeat from the jaws of victory
Trump’s first 24 hours in office have offered a sneak preview of his app…
23 Jan 2025
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Focussing on the “essence” to drive investment r…
The essence of managing our investments means maintaining a broadly dive…
16 Jan 2025
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A sceptic’s guide to 2025
There are three specific risks we would monitor closely as we progress t…
09 Jan 2025