by Anne Bannerman | Apr 22, 2026
Right… I know it’s our job to analyse markets and make informed investment decisions with a sensible risk–reward profile. That’s the game. But anyone who thinks they can outguess what the Islamic Revolutionary Guard Corps will do, or what Donald Trump might come out...
by Anne Bannerman | Apr 15, 2026
The only thing that truly rockets in times like these is uncertainty, and that’s the one asset nobody really wants to hold. As you read this, I’m in the Vatican – yes, the Vatican – being preached to rather than doing the preaching for once. The wife wanted a few days...
by Anne Bannerman | Apr 8, 2026
No matter how experienced you are or how close you are to the action, when the shit truly hits the fan – as it is right now – you’re always going to be a step behind the curve. That’s just market reality. Over the years I’ve spilled plenty of ink on geopolitical...
by Anne Bannerman | Apr 1, 2026
We are all finding out what “America First” really means. And, if I were sitting in the U.S., I probably wouldn’t be so unhappy about it. However… One thing about the current American President – no one can accuse him of being predictable. As I mentioned last week,...
by Anne Bannerman | Mar 25, 2026
I won’t hide it – I’m comfortable with Trump back in the White House. In fact, I’d argue we’re better off with a businessman with backbone running the show than another polished career politician quietly managing decline. Say what you like about him – and plenty do –...
