Insights

Market intelligence and strategic insights from our strategists.

Why are equity indexes flat despite rising volatility beneath the surface?

26 February 2026

The opening months of 2026 have been marked by a clear divergence in market behaviour: major equity indexes have held relatively steady, even as many individual stocks have undergone pronounced…

How did financial markets perform in 2025?

18 December 2025

Why did global equities rally despite tariffs and inflation? The S&P 500 surged more than 15% in 2025, marking its third consecutive year of double-digit gains. The rally was powered…

What has been the economic impact of Trump’s tariffs in 2025?

5 December 2025

What are the current US tariff rates? Following US President Donald Trump’s tariff announcements throughout 2025, the effective US tariff rate has risen from roughly 2.5% at the start of…

What did we learn from the US third-quarter 2025 earnings season?

14 November 2025

How did big tech perform and how did markets react? The third-quarter 2025 US earnings season delivered robust earnings growth, particularly in the technology sector, but market reactions were mixed….

Will Trump undermine the Federal Reserve’s independence?

18 July 2025

Why does Trump want to replace Powell? US Federal Reserve Chair Jerome Powell has kept interest rates on hold at 4.25-4.5% at every meeting this year, stating at the European…

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