Our Markets Summit program kicks off with a video retrospective of the key events of the prior year...

Equity investors should set aside their fears of a second Trump presidency and focus instead on the structural opportunities presented by decarbonisation.

With monetary policy easing set to provide an additional tailwind for smaller companies, now is the time for practitioners to consider increasing global small caps exposure in portfolios.

Trump 2.0 is starting where Trump 1.0 ended – with distortions, convoluted logic, and the related risk of major policy blunders.

The economic damage Trump could cause will be moderate, according to Woody Brock. His bigger concern is what could go wrong with foreign policy under Trump because, in Woody's view, the probability of a global war is higher than it has been in decades.

The 2024 US election result could potentially upend assumptions about global growth and markets in the years ahead. The next four years could be Volatility, Uncertainty, Complexity and Ambiguity (VUCA) on steroids!

Irrational markets are easy to beat? You would think so. But, to quote Yogi Berra, "In theory, theory and practice are the same. In practice, they're different."

2024 was a year of confusing, inspiring, depressing, and energising developments on many fronts. It’s in the spirit of thinking differently and embracing uncertainty that I offer you this year’s set of global developments to watch over the next five years.

What impact will the next US administration have on economic growth and inflation? The answer is not yet clear, because while some of President-elect Donald Trump's proposed policies would boost growth and reduce inflation over time, others will have the opposite effect.