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

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,