We entered 2026 as we almost always do, bullish but fearful. Bullish because, on average, equity markets appreciate 75% of the time in any given
We entered 2026 as we almost always do, bullish but fearful. Bullish because, on average, equity markets appreciate 75% of the time in any given
The conflict in the middle east has largely confused investors and commentators. We have been through many of these military market shocks before and gained
W&A clients will soon see confirmations of two rotational trades within our equity portfolios that better align portfolios with our 2026 Outlook (register for our
Fifteen months of speculation have now ended. Donald Trump has nominated Kevin Warsh as the 17th Chairman of the Federal Reserve. Warsh has pedigree credentials
Markets have certainly wished investors Happy New Year with roaring returns over the first 5 days of 2026. This may sound novel but returns over
As we come to the end of the year, markets have fixated on two primary narratives. First, will the AI trade and Magnificent-7 (Apple, Amazon,
