Search results for 'uncertainty'

Search results 41-10 of 10
Overreach?
At a time of economic uncertainty, one thing we can continue to be confident about is that this new regime of political volatility is here to stay.
Monetising macro volatility in Trump 2.0
As a macro investor, Russel Matthews seeks to identify the best opportunities regardless of market backdrop. He shares his views on the year ahead.
What can be done to save ‘Broken Britain’?
Investing in the UK macro space is tough right now, and ‘Broken Britain’ will need a lot of work to become an attractive place to confidently invest.
How might ‘Trump Trades’ play out in the year ahead?
We highlight how the Republican policy framework could pan out under Trump, and the potential impact on macro markets.
Emerging markets return to favour
We discuss what’s driven the outperformance of EM equities so far this year and consider whether this trend has further to run.
Political risk going K-Pop
As the dust settles with respect to US political volatility, the past week has an explosion of developments in France, Romania, and South Korea.
The Fed and the Fall
A notable development at this week’s FOMC meeting was dissent from new member, Stephen Miran, who advocated for a more aggressive 50bps cut.
A 'cold' moment for Trump
The Trump administration is in an ebullient mood, on a sense that it is showing signs of winning the trade war it started in a global economy.
Polina’s Perspective: a pimple soup experience in China
The menu of investment opportunities in China needs close evaluation and a longer-term horizon but with careful selection, appetites can be satisfied.
On the political ropes?
The political spotlight on Trump has put him on the defensive, as his approval rating slides to a new low point during his second term in office.