donald trump

Sometimes it seems like there’s nowhere to hide. Equity investors were smacked in the face over the month of October, with waves of selling hitting sharemarkets from...

Over recent weeks, we have highlighted that there are two main international macro events that will need to be closely monitored over the coming months. Each could...

The AUD dropped harder and faster than other Asian currencies on Friday reinforcing its position as a liquid and flexible proxy for the Asia region. Right now the...

Over the past few weeks, you may have noticed President Trump’s rhetoric has centred around trade and resulted in the escalation of tensions between the US and other...

Despite the rising trade tensions and escalating geopolitical risk, gold has remained largely range bound in 2018, so far unable to break through and hold above USD ...

In my AFR column I reflect on Xi Jinping's masterful manipulation of Donald Trump and why a profound change in global hedging costs could radically reduce the returns...