Weekly investment news
Bad Intel or just bad intel?
US and EU strike trade deal; full details still to emerge
Oracle sees great investment in Europe’s future
Monthly investment news
February 2025 monthly investment news
From Trump tariffs to concerns around the technology sector with the emergence of Chinese AI company DeepSeek, investors searched for safety in government bonds and commodities, writes Richard Temperley.
November 2024 monthly investment news
In October, global markets displayed a mix of resilience and caution, marked by significant volatility due to fluctuating economic indicators, writes Richard Temperley.
October 2024 monthly investment news
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.
Yearly investment outlook
Uncertainty Resolved? Distinguishing signal from noise
Maintaining perspective: Investment outlook 2025
As we enter 2025, we look to maintain perspective and to balance the risks across respective asset classes.
Balancing Act – Investment Outlook 2024
As we enter 2024, we have a broadly balanced asset allocation stance, namely a neutral weighting in equities and a much-increased weighting in bonds. This follows a steady reduction in equity exposure throughout the last quarter of 2023.