March 18, 2025
Author Archives: admin
The uncertainty created by political and geopolitical events does not diminish the opportunities that may be found by overcoming a domestic market bias and gaining exposure to regions, sectors and companies that can thrive amid disruption. Current political circumstances and geopolitical events can always provide reasons for investors to think twice about diversifying globally. But […]
March 15, 2025 As we step into the new year, the market environment continues to evolve. In order to keep pace with the times and better adapt to these changes, our trading strategies are also being continuously optimized and adjusted. We remain committed to providing you with the most cutting-edge market analysis and the most […]
Much is said about the decline of active investing; far less is said about the risks and shortfalls of a passive investment approach. Today’s markets could deliver the wake-up call. Extracts from this article first appeared in the The Sunday Times, London, on 9 March 2025. To start with, my cards are on the table: […]
As America looks to reshape global economic and defence relationships, market volatility is rising. We are positioned for a more challenging environment. The US stock market responded enthusiastically to President Trump’s re-election, with the S&P 500 index rising 6% from the eve of the 2024 election to its peak in mid-February. Since then, the majority […]
March 5, 2025 Announcement: Update of Weekly Preferred Stocks for the First Quarter of 2025Dear members, ladies and gentlemen:Due to the recent formulation of the top trading strategy for Q1 2025, the weekly preferred stocks have not yet been opened. Once opened, all new and old friends will be notified. Thank you! Cazenove Capital Strategy […]
Global stock markets come under pressure as geopolitical risk rises. 04/03/2025 Trump trades in retreat After a strong start to the year, US equities have become more volatile in recent weeks and started March some 5% below their peak (in sterling terms). For the first time in quite a while, they have also significantly underperformed […]
We explain how the fear of US tariffs – irrespective of the final outcomes – is sufficient to drive market volatility. This article is issued by Cazenove Capital which is part of the Schroders Group and a trading name of Schroder & Co. Limited, 1 London Wall Place, London EC2Y 5AU. Authorised by the Prudential […]
We look at which economies might face tariffs, the potential economic impact, and implications for equity markets. There is a new sheriff in town. Global investors have been digesting the change in policy direction after President Trump’s return to the White House. In contrast to his first term, actions on the trade front have been […]
Following the October 2024 Budget, wealthy families may accelerate the gifting of assets to reduce their inheritance tax (IHT) liabilities. However, this is not without complication. One particular risk is divorce. Could gifted assets be attacked upon divorce? Careful planning can reduce the risk, as Boodle Hatfield and Cazenove Capital explore in a joint article. […]