Turbulent Tesla

March 2025 Insights Turbulent Tesla After surging in the aftermath of Donald Trump’s re-election, Tesla shares have since dropped more than 40% from its December 2024 highs. The electric vehicle (EV) giant is facing a swathe of challenges, including global...

The Great Rotation

March 2025 Insights The Great Rotation American assets have been under the spotlight recently, specifically equities which have whipsawed after each public comment made by President Donald Trump. The Volatility Index (VIX), which represents the expected annual...

The Long Game

March 2025 Insights The Long Game In today’s environment of heightened market volatility, driven by concerns over inflated valuations in the US and rising geopolitical tensions, many investors fear we’ve reached a peak and that a bear market is imminent. As a...

The Good, the Bad, and Not All Rand-Hedges Are Equal

February 2025 Insights     The Good: Mining Their Own Business   The Trump administration has begun acting on its campaign promises to expand domestic manufacturing and reduce reliance on key trade partners. A major focus has been securing critical...

The Good, the Bad, and DeepSeek and You Shall Find

January 2025 Insights     The Good: Generation Zero Alcohol   Generation Z, born between 1997 and 2012, is making a significant impact on drinking culture. Unlike previous generations, Gen Z tends to consume alcohol more moderately, drinking 20% less...