I have returned recently from a lovely Christmas holiday in the USA. Indeed, I'm happy to report that despite America's political turmoil and divisiveness, families can still celebrate together (with minor exceptions)!! Regarding the US financial market outlook, I was struck by the universal sense of optimism. The consensus is the bull market will widen [...]
Tag: strategy 2026
Global Strategy Update: Feeling Liberated Yet?
5 September 2025 Yes, the first eight months of 2025 have been a wild ride. However, the financial market reaction has been quite predictable; collapsing after "Liberation Day", and rebounding once outcomes have proven to be less damaging than announced. As Autumn approaches, the policy horizon appears a little less eventful, although key trade talks [...]