Insights - All Posts

It’s been an extraordinary few weeks. While US equities fell sharply, European equities were booming (at least, prior to Trump’s sweeping tariff announcements).

We’ve seen a continuation of short-term equity market unpredictability over recent weeks. While this is ever present, for sure, it’s exacerbated by the modus operandi of the new Trump Administration.

We take a step back and consider from first principles some of the prevailing questions on equity markets from 2024: Are valuations too high? Are markets heading for a correction? Or should investors stay the course?