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The central macro message from the 2026 World Economic Forum in Davos is that the US may be moving away from the post-war order, forcing other nations to reinvest in defence and economic resilience. Global growth remains strong, supported by large fiscal deficits, but that also keeps the door open to a resurgence of inflation. […]
Federal Reserve – Name game finally over Last Friday, Donald Trump nominated Kevin Warsh as the next Chair of the Federal Reserve. Markets were somewhat surprised, with Rick Rieder widely seen as the frontrunner. Warsh previously served as a Governor at the Fed between 2006 and 2011, playing a visible role during the Global Financial […]
Annual review – A strong 2025 for global equities Global equities navigated periodic volatility in 2025 but finished strongly, with the MSCI World up ~22% in USD, marking the third consecutive year of double-digit returns. For European investors, weakness in the US dollar versus the euro partially offset headline performance. The United States, now representing […]
Greenland – From confrontation to coordination Greenland returned to the spotlight last week. President Trump’s rhetoric was again aggressive, particularly during his speech at the World Economic Forum in Davos. However, sentiment shifted last Wednesday when Trump announced that an agreement had been reached with NATO on Arctic cooperation, indicating that previously threatened tariffs on […]
Download Real Estate and the Trump Playbook: Why property could be the next political trade While much of the political debate around the Trump return focused on energy, trade, and geopolitics, one sector that may quietly emerge as a key beneficiary is U.S. real estate. Often overlooked in macro discussions, real estate sits at the […]
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