by Eleonor Klopsch | Jul 17, 2025 | Insights
Key Points Chinese growth is running around 5% and while threats remain high – with the property downturn and tariffs – policy stimulus is likely to be enough to keep growth okay. However, longer term structural challenges – around excess saving, demographics and...
by Eleonor Klopsch | Jun 23, 2025 | Insights
Key points The US intervention in the war with Iran has substantially increased the risk of disruption to global oil supplies and a deeper impact on share markets. But predicting how this will all unfold is hard. The key is to stay focussed on the basic principles of...
by Eleonor Klopsch | May 16, 2025 | Insights
Key points Helped by President Trump’s backdown on tariffs, shares have rebounded to within 3-4% of their record highs. The good news is that the last month highlights that Trump is still sensitive to share market falls and worries of recession. The bad news is that...
by Eleonor Klopsch | May 6, 2025 | Insights
Key points The return of Labor with an increased majority basically means more of the same in terms of key economic policies. The key challenges for the Government are to boost productivity and hence living standards, improve housing supply and affordability, get the...
by Eleonor Klopsch | May 2, 2025 | Insights
Key points Investment markets are driven by more than just fundamentals. Investor psychology plays a huge role and helps explain why asset prices go through periodic booms and busts & why they can react in extreme ways to events. The key for investors is to be...
by Eleonor Klopsch | Apr 9, 2025 | Insights
Key points Share markets have fallen further on US President Trump’s worse than expected tariff policies. Further weakness is likely but at some point Trump is likely to pivot towards focussing more on his market friendly policies and the Fed will step in with lower...
