Chatham House provides a hugely valuable assessment of Saudi Arabia's 2030 Vision project, and its implications for the transformation of both society and the economy. Of course, the success or failure of these efforts will greatly influence the geo-politics of the region. saudi
Category: Emerging Markets
Investment Strategy: Next 6 Months are Key for Trump Presidency
3 September 2017 Welcome to the launch of what will be a regular strategy review. Macro-themes have dominated market moves, especially following the Brexit referendum and the US and French elections. With the Trump Presidency entering a potentially decisive six months, I believe this will remain true during the year ahead. I am a believer [...]
Russia: Living With Cheaper Oil
18 May 2017 From alleged involvement in US and European elections and military campaigns in the Middle East, Russia is rarely far from the headlines. The recent apparent agreement between Saudi Arabia and Russia to extend previously agreed oil production cuts until the end of 2017 not only may improve sentiment in energy markets, but [...]
Mexican Peso: You Haven’t Missed It!
3 May 2017 The Mexican peso has enjoyed a nice rebound in 2017 following its collapse in recent years. With the Trump administration’s approach to its relationship with Mexico seemingly in a constant state of flux, investors are left to consider whether it is too late to buy the MXN or if this year’s bounce [...]