Macro Views
Alternatives | 20 Jan 25
Geoff Cook on global trends amid Trump inauguration
Five significant trends for 2025 are Trump, Tariffs, Tax, Tech, and Trade
Mexico’s post-election potential and investment opportunities
Mexico is the second-highest receiver of remittances—transfers of money from migrants working abroad—in the world
European Central Bank cuts key deposit rate to 3.75%, now ‘set to hit’ pause button
Even though headline inflation has come down significantly, a cutting cycle is not expected to follow
Macro Views | 15 Apr 24
How could Iran’s attack on Israel affect markets?
Investors may demand a higher risk premium for assets in the region because of geopolitical uncertainty and tensions
Emerging Markets | 19 Feb 24
Baroness Dambisa Moyo: Why traditional multi-asset portfolios may lose their shine
The economist and author discusses return opportunities and risk mitigation