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14
Apr

A property-mogul president should care about interest rates
We look back over last week, charting how the market reacted to Trump’s ‘Liberation Day’ tariffs and then the 90-day reprieve on most of these ‘reciprocal’ tariffs a few days later. Written 11 days after the 'Liberation Day' revelations, Gary Reynolds voices how we all feel it’s been a lot longer and explains how Courtiers have moved away from US large-cap exposure.
07
Apr

Understanding Trump’s Tariffs and The Art of The Deal
Gary Reynolds digs into President Trump’s rationale for his trade deals, what Trump thinks a deal is versus what an economist recognises as a deal, and how Wall Street is reacting to a President who is doing exactly what he said he would do if he was elected.
04
Apr

Avoiding the worst and building nations
Following up on our previous article around the US’ ‘Liberation Day’ tariffs and how the markets responded to them, Gary Reynolds, Chief Investment Officer, looks closer at how Courtiers funds are affected and considers how Trump’s tariffs may be “Making Europe Great Again”.