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Latest Reports
May 2025 saw strong gains in US equities, driven by the de-escalation of US-China tariffs and robust Q1 earnings growth. Technology, communication services, consumer discretionary, and industrial sectors outperformed, while…
April 2025 delivered a stark reminder of how deeply policy uncertainty can ripple through global financial markets. The month began with an aggressive salvo of trade measures from the U.S.…
April 2025 delivered a potent reminder of how quickly policy-driven instability can unravel market calm. The market was upended by a barrage of aggressive tariff measures from the U.S. administration…
The first quarter of 2025 reminded investors that markets don’t move in straight lines, and neither do geopolitics. After years of U.S. outperformance, markets have entered a new regime shaped…
