Déjà Vu – 13 October 2025

Last week was very much a week of two halves. Equities remained in bullish mode until Trump came along on Friday and threatened additional 100% tariffs on China from 1 … Read More

Flying half-blind – 6 October 2025

Global equities resumed their rally last week after a brief pause. They saw gains of 1.2% and 1.6% in sterling and local currency terms respectively, taking the year-to-date returns up … Read More