Geopolitics
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Americas and Caribbean OPINION
Wealth managers must review their ‘red rotations’
With the US election race taking on a new and exciting phase...
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Volatility beckons as Democrats seek to turn the tables
Many wealth managers had been looking to ‘Trump-proof’ client portfolios before Joe...
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Markets focus on Trump’s China and Russia relations
An attempted assassination is making Trump’s election more likely, with markets expected...
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Geopolitics OPINION
France: like Germany without the money
Emmanuel Macron made a costly mistake in calling an election, resulting in a...
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Markets digesting inconclusive French election result
What could a hung parliament in France mean for equities, fixed income...
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Geopolitics OPINION
UK’s love of Labour is easily lost
Prime minister Keir Starmer must move bravely to keep wealthy families on...
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4 July 2024
Political turbulence unlikely to knock US economy off track
The US economy and stockmarket should continue to perform no matter who stands in, or...
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4 July 2024
Investors optimistic for equities despite election uncertainty
Almost half the world’s population live in countries with national elections this year. What might...
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4 June 2024
Strategists weigh up impact of second Trump presidency despite guilty verdict
Donald Trump may be the first former US president to be convicted of a crime,...
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3 June 2024
Investing in multipolar portfolios
Investment experts agree there are new sources of economic and political power, but how to...
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24 May 2024
What might the UK election mean for global investors?
The starting gun has been fired for a summer UK general election, with a change...