Talking Heads – Absolute return...
There is always uncertainty, particularly when it comes to the direction of bond markets in an uncertain world. James McAlevey,…
19/02/25
China
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Podcast
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Article
Weekly Market Update – Well,...
Contrary to expectations (or hopes) that President Trump would move slowly in his pursuit of higher tariffs, he announced over…
05/02/25
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Article
Tariff, tariff, tariff – Pressure...
The Trump administration ratcheted up trade tensions on 1 February by announcing a tariff of 25% on all imports from…
04/02/25
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Article
Artificial intelligence – Still positive...
In the week ending 24 January, a previously unknown Chinese start-up presented an artificial intelligence large language model apparently showing a performance comparable…
29/01/25
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Podcast
Talking Heads – Asia electrifies!
Demand for power in Asia could expand rapidly in the next few years as incomes rise, temperatures soar further, and…
29/01/25
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Graph
Graph of the Week –...
European companies have historically looked to China, the world’s second-largest economy and (still) boasting growth rate far above those of…
13/01/25