Donald Trump

The Big Interview: Cohen & Steers' Jon Cheigh on market turmoil and cutting through today's noise

Global

The Big Interview: Cohen & Steers' Jon Cheigh on market turmoil and cutting through today's noise

Investing is 'at least 50% behavioural'

01 May 2025 • 4 min read

EFG International's GianLuigi Mandruzzato: Trump interference with Fed independence will have serious consequences

US

EFG International's GianLuigi Mandruzzato: Trump interference with Fed independence will have serious consequences

Risk to markets

01 May 2025 • 4 min read

100 days of Trump 2.0 in charts: Fed rate cuts, S&P 500 crash and questions over Treasuries

US

100 days of Trump 2.0 in charts: Fed rate cuts, S&P 500 crash and questions over Treasuries

'Veneer of US "exceptionalism" has been thoroughly routed'

30 April 2025 • 6 min read

Rathbones' Thomson: 'Liberation Day announcement was worse than the worst-case scenario' as world marks 100 days of Trump

Economics

Rathbones' Thomson: 'Liberation Day announcement was worse than the worst-case scenario' as world marks 100 days of Trump

'Teeing ourselves up for May mayhem'

30 April 2025 • 4 min read

Trium Capital's Donald Pepper: Tariff tide reveals those swimming uncorrelated

Investment

Trium Capital's Donald Pepper: Tariff tide reveals those swimming uncorrelated

'Conventional diversification no longer provides adequate protection'

30 April 2025 • 4 min read

Reeves faces tax pressure as Trump tariffs threaten UK growth

Economics

Reeves faces tax pressure as Trump tariffs threaten UK growth

EY Item Club downgrades UK growth

28 April 2025 • 3 min read

Markets massively increase odds of May Fed rate cut since Trump trade war began

Economics

Markets massively increase odds of May Fed rate cut since Trump trade war began

Over 90% forecasting a cut

28 April 2025 • 2 min read

Friday Briefing: You deserve better than this

Markets

Friday Briefing: You deserve better than this

Friday Briefing

28 April 2025 • 5 min read

Chancellor unveils plans to stymie future 'dumping' of goods into the UK in push to maintain free markets

Economics

Chancellor unveils plans to stymie future 'dumping' of goods into the UK in push to maintain free markets

As Trump tariffs threaten free trade

24 April 2025 • 2 min read

Scottish Mortgage buys into Revolut as banking firm surpasses $1bn profit marker

Investment Trusts

Scottish Mortgage buys into Revolut as banking firm surpasses $1bn profit marker

Comments on Tesla and SpaceX holdings

24 April 2025 • 4 min read

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