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.

Showdown at Mar-a-Lago
President Trump reiterated that China is a “world champion” of currency manipulation and “devaluation” in an FT interview published ahead of this week’s meetings with President Xi. He also claimed the US would “act alone” on the North Korean nuclear threat if China wouldn’t. That should get your attention.
Showdown at Mar-a-Lago
President Trump reiterated that China is a “world champion” of currency manipulation and “devaluation” in an FT interview published ahead of this week’s meetings with President Xi. He also claimed the US would “act alone” on the North Korean nuclear threat if China wouldn’t. That should get your attention.
Brexit – Part Deux
This month there is widespread expectation that the UK Government will formally trigger ‘article 50’, which will kick start the negotiations for Britain leaving the European Union in 2 years’ time. The topic has been discussed passim in the press with wild claims over the prospects for the economy made by both Bremainers and Brexiters.
Vive la France
In sharp contrast to the end of January in 2016, equity markets this February continue to hit new highs as investors begin to price in the likely policies and stimulus Donald Trump will provide to the US economy.
2017: The Year To Say Goodbye To The Old Order
2017 begins with the inauguration of Donald Trump on January 20, as the 45th President of the United States, heralding government by twitter.