Investment Commentary

Financial assets made broad-based gains in February. The S&P 500 reached a new all-time high closing up 85 at 2,363 while the narrowly based Dow Jones gained nearly 5%. The FTSE100 and Eurofirst 300 indices rose similar amounts in local currency terms adding 164 and...

The flurry of populist policy initiatives following President Trump’s inauguration caught financial markets off guard and heightened uncertainty in key economic areas – including trade and taxation. Although US markets made further modest gains in January – the S&P...