Insights

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Trump’s “Big, Beautiful Bill” passes congress: But what does it mean for markets?

4 July 2025

When did Trump’s bill pass? Following the US senate’s 51-50 approval of Trump’s ‘Big, Beautiful Bill’ earlier in the week, the US house of representatives has also voted 218-214 last…

Moody’s cuts AAA credit rating for US debt

23 May 2025

Why has Moody’s downgraded US debt? Moody’s has lowered its credit rating for US government debt from AAA – the highest investment-grade rating – to AA1, joining Fitch Ratings and…

What are US Treasury Secretary Scott Bessent’s plans?

14 May 2025

What are US Treasury Secretary Scott Bessent’s plans?  While tariffs have been grabbing all the headlines, US Treasury Secretary Scott Bessent has recently added more colour to the administration’s broader…

Magnificent 7 Dominance Continues: But is the S&P 500 overly concentrated?

13 January 2025

What has driven the market’s returns? The S&P 500 has posted consecutive years of over 20% gains for the first time since the late 1990’s,[1] with the so-called ‘Magnificent 7,[2] stocks…

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