Market Commentary week ending 30 August 2025Macro: Equity markets, particularly in the US, are focusing on future rate cuts rather than the risks looming overhead. The latest economic…Aug 30Aug 30
Market Commentary Week ending 24 August 2025US: Powell’s speech raises expectations and US business activity increasesAug 26Aug 26
Managing Foreign Exchange RiskWhen constructing and managing an investment portfolio, many investors and even some professionals focus primarily on asset classes…Jul 10Jul 10
Market Commentary week ending 22 December 2024US: Strong stock drop despite interest rate cutsDec 23, 2024Dec 23, 2024
Market Commentary Week ending 22nd September 2024USA: Long awaited action by the US central bank and consecutive all-time highs for the S&P 500 index.Sep 23, 2024Sep 23, 2024
Market Commentary Week ending 25th August 2024US: Changes in Fed monetary policy and mixed PMI resultsAug 26, 2024Aug 26, 2024
Market Commentary Week ending 11th August 2024US: Record volatility and interest rate cut expectations riseAug 12, 2024Aug 12, 2024
Market Commentary Week ending 28 July 2024US: Small-cap growth and GDP beat expectationsJul 29, 2024Jul 29, 2024
Market Commentary Weekly Review | 21st July 2024Stock market indices recorded mixed results: in Europe, most indices fell, while in the US, small-cap companies and value stocks recorded…Jul 23, 2024Jul 23, 2024