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19 September 2025 < 1 min

Six Minute Strategy: The fragile freedom of the Federal Reserve

September’s quarter-point rate cut from the US Federal Reserve’s Federal Open Market Committee (FOMC) plays out against a background of unprecedented political challenge. The previously staunchly independent committee already has three key Trump appointees on its governing board out of a total seven (note only one, Stephen Miran,...

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17 July 2025 < 1 min

Managing currency: more than meets the eye

For much of the past 15 years, the US dollar has been strengthening steadily relative to other currencies. The dollar’s role as the world’s reserve currency has been a source of strength, compounded by the notion of ‘US exceptionalism’ as US equity markets have outpaced their peers over the long term...

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17 July 2025 < 1 min

The surprising market upside of the Trump agenda

The performance of global equities in the second quarter of the year was a textbook example of markets climbing a wall of worry. By the beginning of July, the MSCI World index sat above its level on the eve of President Trump’s “Liberation Day” on 2 April...

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17 July 2025 5 mins

Red, white and relocated

According to the Association of Americans Resident Overseas , it is estimated approximately 5.5 million Americans are living beyond US borders.[1] Recent Financial Times analysis published in June 2025 revealed that a rising number of Americans, ranging from professionals to retirees, are actively pursuing ‘Plan B’ relocation strategies,...

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