Our videos.

Our monthly insight of what we judge to be the key macroeconomic, political or strategic events that could have a bearing on your investments.

New World Order
After World War II the United States and Russia broadly carved up large swathes of the World (China looked very much inward). In what has been known as ‘The West’, post-1945, we got used to a global system policed by an array of acronyms ranging from the IMF, IBRD, OPEC, EU, BIS, WTO etc.
New World Order
After World War II the United States and Russia broadly carved up large swathes of the World (China looked very much inward). In what has been known as ‘The West’, post-1945, we got used to a global system policed by an array of acronyms ranging from the IMF, IBRD, OPEC, EU, BIS, WTO etc.
Divergence and De-Synchronisation
Recently economic data globally has shown signs of becoming more divergent, representing a change in direction following the period of synchronised growth observed during 2017.
Trump Trade Wars
President Trump has not been afraid to upset the apple cart over many issues, since his election to public office, but perhaps the one area he has been consistent on for decades in a personal capacity is his view over the US being stiffed on trade with foreign nations.