by Anne Bannerman | Jun 5, 2025
The turbulence of early April – those chaotic days around the 9th – now feels like a distant memory. So, what lies ahead? Since President Trump chose to extend his introduction of tariffs, we’ve entered a prolonged period of consolidation. Most markets have been...
by Anne Bannerman | May 29, 2025
I don’t know if people believe Trump’s plans for the USA are misguided, or if they hate him so much, they’re willing to spend billions – or even trillions – to undermine him. Whatever it is, things aren’t going to plan. Or perhaps they are. Personally, I think he’s...
by Anne Bannerman | May 22, 2025
While European equity markets are reaching new highs, U.S. markets seem stuck in neutral. Is this a temporary anomaly – or the start of a deeper shift in global capital markets? A Shift in Momentum Last year, U.S. markets surged on the back of several tailwinds:...
by Anne Bannerman | May 20, 2025
I’ve just spent a few weeks in the UK, and no matter how you slice it, the place feels like it’s in decline. I left in 1990, and the downward slide since then has only picked up speed. Under the current left-leaning government led by Keir Starmer – or as I’ve dubbed...
by Anne Bannerman | May 8, 2025
I’m currently travelling in the UK, so I’m not glued to a screen 24/7. Although I’m busy, I’m also using this time to take a breather from the markets. Taking a bit of downtime is something I try to do every now and then – especially when the markets aren’t performing...