by John Sparks | Dec 5, 2025 | News
A brief gaze into 2026 As the year draws to a close, uncertainty around the long-term global economic outlook remains elevated. Equity markets have been driven largely by momentum for nearly a year, yet the true anchors underpinning this rally are still far from...
by John Sparks | Nov 4, 2025 | News
The US, at a glance As we head into November, it is worth considering the impact of two key developments, namely 1) the US-China trade truce, and 2) the latest Fed rate cut. 1. A US-China trade truce The United States and China have agreed to pause their trade dispute...