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December 13, 2024
In some years, not much happens. In 2024, by contrast, it seemed difficult at times to keep up with all that was happening. There were unprecedented political events in the US, sudden shifts in the balance of power in the Middle East and the near-collapse of governments in the heart of Europe. But perhaps the most important lesson for investors comes from what didn’t happen.
November 22, 2024
Political news has come thick and fast since November 5. The day after Republicans swept to victory in US elections, the German coalition government collapsed. As Ukraine this week marked 1000 days since Russia’s invasion, President Biden gave permission for the use of long range weapons into Russian territory.
November 08, 2024
American voters made it very clear. They are unhappy with Democrats, especially on the economy. And they want President Donald Trump – and Republicans – back in power. As the world adjusts to the prospect of a more isolationist, America First President, financial markets showed they agreed with the voters.