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January 13, 2026 in
Investing in a World of Scarcity, Not Excess
For much of the past decade, investors operated in a world shaped by abundant capital. Interest rates were low, liquidity was plentiful and...
April 3, 2025
Investment Strategy Quarterly – April 2025: Markets on the Clock
The second Investment Strategy Quarterly of 2025 takes the lid off some of the big themes in global investments at the moment, including the Trump effect across tariffs, deregulation, deportations and more, as well as options for UK market resilience in the face of challenging times. We also take a look at potential strategies for Europe and the case for industrial metals.
Featured in this issue:
- The Five Key Themes to Watch in the Second Trump Administration
- Tariffs, Deportations and Deregulation
- UK Stock Market Resilience In A Challenging Environment
- A Turning Point For Europe
- Is the Golden Rule Overrated? A Case for Industrial Metals
Investment Strategy Quarterly – April 2025: Markets on the Clock