Another week and another tariff announcement. On Monday, Trump said he would be reinstating the 25% levy on steel imports from his first term and increasing tariffs on aluminium imports to 25%, writes Ian Slattery.

In October, global markets displayed a mix of resilience and caution, marked by significant volatility due to fluctuating economic indicators, writes Richard Temperley.

Last month was a busy month for global central banks as the US Federal Reserve implemented a 50-basis point rate cut, writes Richard Temperley.

August was an eventful month for investors. Early on, the release of disappointing US economic data, coupled with an interest rate hike by the Bank of Japan, triggered a significant sell-off in global equity markets, writes Richard Temperley.

As we enter 2022, we continue to prefer equities to other asset classes, such as eurozone government bonds and cash. This preference is predicated on the enduring relative valuation thesis, robust corporate earnings expectations, and the positive global growth trajectory.