Our videos.

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

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.
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.
Two Very Different Kinds Of Risk
Nassim Nicholas Taleb’s new book (Skin in the Game), contains some highly relevant lessons for investors. The most directly applicable part is the logic of risk taking.
The Panda In The Corner
Following the close of the 19th Annual Party Congress in China and subsequent elevation of President Xi to effective premier for life last week we wanted to cast our eye over the likely economic strategy.
Currency Adjusted Returns
‘The Dollar is going to get stronger and stronger, and ultimately I want to see a stronger Dollar’. So said President Trump in late January.
The 30,000ft View On Global Risks
We enter the New Year with the President of the United States tweeting about his ‘big red button’ nuclear trigger being larger than that of North Korea’s leader Kim Jong Un, or in Trump parlance ‘little rocket man’.
Looking Ahead To 2018
In this commentary our Strategy Committee will each cover aspects of our 2018 outlook for the global economy, currencies, equities, bonds and potential tail risk events.