In this update, Bob Cunneen, Senior Economist talks to Jason Hazell, Head of Investment Communications, about key events driving markets during March. They discuss: the US Federal Reserve raising interest rates in March how financial markets are keenly awaiting the specific detail of … [Read more...]

In this update, Bob Cunneen, Senior Economist and Porfolio Specialist, talks about key events driving markets during February. He discusses: President Trump’s bold stimulus promises, the prospect of higher US interest rates and the political risks in Europe continuing to be the major themes … [Read more...]

In this update, Bob Cunneen, Porfolio Specialist, reviews events in markets during January. He discusses: How US shares made record highs in January given President Trump's promises of corporate tax cuts and infrastructure spending Trade threats, the prospect of higher US interest rates … [Read more...]

In this update, Bob Cunneen, Porfolio Specialist, reviews events in markets during December. He discusses: The major themes, which continued to be Trump's promises of corporate tax cuts and infrastructure spending, as well as political risks in Europe How global shares made strong gains … [Read more...]

In this update, Bob Cunneen, Porfolio Specialist, reviews events in markets during November. He discusses: How US shares and bond yields surged higher given President-elect Donald Trump's promises of corporate tax cuts and infrastructure spending The solid gains recorded by global shares, … [Read more...]