Jonathan Curtis

Markets are expected to remain volatile over the next many weeks as information unfolds.

Tariffs, trade and uncertainty: A perspective on US equity markets

No matter what comes, innovators will find new ways to create value in a changing world

A major catalyst for growth and optimism in 2025 is the incoming administration’s push towards deregulation and government efficiency.

Allocate to optimism – Positioning for growth and innovation in 2025

The US stands at the threshold of an innovation-led economic expansion. AI-driven productivity gains, accommodative monetary policy and forward-looking deregulation set the stage for meaningful econom...

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