Market Commentary

Quarterly Commentary Summer 2025

The Devil is meant to have said, ‘The seeds of every man’s destruction come from giving them EXACTLY what they want.’ Trump has got exactly what he wanted in the passing of the Big Beautiful Bill. The massive tax cuts are an attempt to accelerate the US economy to outrun its debts. Whether the bond market agrees with this is another matter. Combined with Trump’s tariff policy the next few months could prove to be “very interesting”.

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Quarterly Commentary Summer 2025
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Videos & Webinars

Q1 2025 Investor Lunch (Replay)

Q1 2025 Investor Lunch (Replay)

07 March 2025

Q4 2024 Investor Lunch (Replay)

Q4 2024 Investor Lunch (Replay)

10 October 2024

Q1 2024 Investor Lunch (Replay)

Q1 2024 Investor Lunch (Replay)

08 March 2024

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Articles

Op-ed: The Empire Slacks Back

Op-ed: The Empire Slacks Back

Andrew Hunt of Hunt Economics teams up with Ben Ashby to argue that the UK is heading towards second-world economic status…

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Rising concerns over US debt, UK uncertainty, and a refinancing shake-up in Japan

Rising concerns over US debt, UK uncertainty, and a refinancing shake-up in Japan

Trader TV’s interview with our CIO Ben Ashby covers a wide range of topics from the US federal deficit to a Japanese financing shake-up.

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When consolidation can be a strategic blunder

When consolidation can be a strategic blunder

CIO Ben Ashby discusses how adapting to innovation can make or break a business.

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