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Markets aren’t expecting a ‘Maga’ revolution
The aftermath of the 2020 US presidential election has left the country divided like never before. With the election of Donald Trump seen as a break from the neoliberal globalist...
What to expect from Donald Trump’s second term
Donald Trump's victory in the recent US election may not have been a huge shock, but the speed with which it was resolved was surprising. Markets initially rallied following the...
Trump’s re-election forces a rethink on energy investments
The 29th UN Climate Change Conference (COP29) is currently taking place in Baku, Azerbaijan, a country known for its strong reliance on carbon-driven energy. Despite Azerbaijan's oil industry roots, the...
How investable are UK supermarkets?
The recent Budget in the UK has sparked a debate on the definition of 'working people'. The government's manifesto pledges had left some ambiguity, and the Budget did little to...
Time to prepare for the return of inflation
The recent Budget announcement has raised concerns about potential inflationary pressures in the macro landscape. Bank of England governor Andrew Bailey has warned that the policies introduced by Rachel Reeves...
Why Trump can’t bully the bond market
After the surprising victory of Donald Trump in the US Presidential election last week, many are trying to make sense of the outcome. While polls and prediction markets indicated a...