Feb 26, 2025 | Strategy Dashboard
Strategy Dashboard Tariff-ble Behaviour Q1 2025 View & Download PDF Version The new US administration has wasted little time asserting itself with confrontational “America First” initiatives and rhetoric. Just over one month into the Trump presidency, investors...
Jan 29, 2025 | Strategy Dashboard
Strategy Dashboard DeepSeek & Destroy Q1 2025 View & Download PDF Version In the 2025 iteration of our annual Super Trends outlook, our investment team forecast an increasingly competitive landscape for today’s leaders in artificial intelligence (AI). While...
Nov 27, 2024 | Strategy Dashboard
Strategy Dashboard: Dump the Trump Bump? Q4 – November 2024 View & Download PDF Version The aftermath of the US presidential elections has produced some notables moves in global asset classes. With the Republican Party winning a clean sweep of the House,...
Oct 31, 2024 | Strategy Dashboard
Strategy Dashboard: Confidence Boost Q4 – October 2024 View & Download PDF Version Chinese policymakers have at long last reached their pain point. A coordinated blitz of stimulus announcements were made by numerous government agencies in late-September....
Sep 5, 2024 | Strategy Dashboard
Strategy Dashboard: Making the Cut Q3 – September 2024 View & Download PDF Version “The time has come for policy to adjust.” Fed Chairman Powell’s message at the recent Jackson Hole Economic Symposium required little in the way of interpretation:US policy...
Jul 25, 2024 | Strategy Dashboard
Strategy Dashboard: Gone Till November Q3 – July 2024 View & Download PDF Version The lead-up to US presidential elections are frequently volatile affairs. Financial markets attempt to digest each candidate’s policy priorities, which sectors of the economy...
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