How will the trade war between the US and China play out? How close are we to war in the Middle East? Will Donald Trump win a second term? And what does Brexit mean for the Special Relationship? In this special podcast we speak to Sean West from Eurasia Group, a leading geopolitical analyst about these themes and what they mean for investors.
To listen to the podcast click here or download the MP3
Subscribe and follow Saranac Partners on Spotify
Technology, Institutions and Investment: Lessons from Nobel Laureates The dominant theme in markets this year has been the transformative potential of technology. From cloud infrastructure...
The special feature this month is on US exceptionalism, and the extended period of outperformance of US equities since the 2008 crisis. This has persisted...
The main article examines whether UK retail investors may be distorting the gilt market. Gilts are not subject to capital gains tax for individual investors....