The Mar-a-lago Accord
The summer palms of Mar-a-Lago sway in the gentle breeze while a new chapter in global financial history may be written in the stately halls of this ‘Southern White House’. Forty years after the [...]
German Tipping Point
While the world eagerly watches Mar-a-Lago and the spectacle of US trade tariffs, a development that is at least as important for the global economy is taking place on the other side of the [...]
Three Investor’s Concerns
A fortnight ago, the world index traded at a new all-time high. Meanwhile, we are down about 5 per cent. There are three reasons for this pullback. Trump’s presidency plays a role in all three, [...]