
Summary Q4 2025
The global economy continues to be characterised by slow growth and increasing uncertainty. While some sectors are showing some resilience, tariffs, inflation, and geopolitical risks

The global economy continues to be characterised by slow growth and increasing uncertainty. While some sectors are showing some resilience, tariffs, inflation, and geopolitical risks

Autumn and the leaves are beginning to fall For me, the Autumn months have become a time of reflection, marked by both caution and a

On the surface, the only thing seemingly more in demand than gold right now is a Radiohead ticket, so it is unsurprising to see the

The coming quarters are likely to be one of slow and slowing Tariffs have muddied the water as consumers and companies dragged forward demand to

One too many Wasted Sunsets, One too many for the road Good news – it’s summer! The sun is warm, the BBQ’s have been fired

The narrative for the oil market for the bulk of the year has been relatively straightforward. An excess of supply through increases in production from

‘Unsettled’ seems like an apt choice of word to describe 2025. Unsettled markets were duly unsettled by unsettling policy from a US administration determined to

Unsettled That the year has started off on the wrong foot might well be an understatement. If anything, it’s stumbled out of the gates, tripped

Humankind have been attracted to gold for millennia. Most obviously in jewellery form as a sign of wealth and status, but also as an investment

After years of the market being led by US mega-cap companies, such as Apple, Microsoft, Nvidia and Tesla, and a steady procession of articles fating
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