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Month: September 2025

Drifting Apart

September 21, 2025November 29, 2025 CharlesGillamsinvestment markets, Opinion, UK, USA

We look at signs of the end of the post WWII settlement, at the harassing of the Federal Reserve and what Trump winning looks like (not great). Rift or just a crack ? There are two world views, either Trump […]

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What a mess !

September 7, 2025November 29, 2025 CharlesGillamsinvestment markets, Opinion, UK, USA
picture of a greenhouse in a real mess

It has been an oddly busy summer: Trump, a nervous Fed, India, a destabilised UK government and a hopeless French one.  Trump is becoming a parody of himself, although there are, at last, signs of the much-vaunted checks and balances. […]

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