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Asset Intelligence Comment: US reciprocal tariff policy

04.04.25 09:08 AM By Ibbo - Comment(s)
Asset Intelligence Comment: US reciprocal tariff policy

By Kel Nwanuforo 


President Trump, giant cardboard prop in hand, last night announced an astonishing list of higher import taxes on goods coming into the US – in what he dubbed a “kind” policy on reciprocal import taxes.

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Asset Intelligence Comment: Spring Statement 2025

26.03.25 03:23 PM By Ibbo - Comment(s)
Asset Intelligence Comment: Spring Statement 2025

By Kel Nwanuforo 


‘Growth’. It has been the straightforward, one-word mantra on the lips of the Prime Minister and Chancellor since before Labour entered government in July.

 

Yet so far, it has been notable mainly for its absence.

 

 

So what is the position now? Rachel Reeves pr...

Asset Intelligence Comment: US Election 2024

06.11.24 12:21 PM By Ibbo - Comment(s)
Asset Intelligence Comment: US Election 2024

By Kel Nwanuforo


All of the controversies. All of the criminal and civil legal cases against him. All of the criticism from opponents at home and abroad, and even from some in his own party.

 

In the final event, none of it counted as much as the immortal political question: “Do you feel better ...

Asset Intelligence Comment: Budget 2024

30.10.24 04:56 PM By Ibbo - Comment(s)
Asset Intelligence Comment: Budget 2024

By Kel Nwanuforo


This was a big Budget – on multiple fronts.

 

The first from a Labour government since 2010. The first delivered by a female Chancellor of the Exchequer. Surely one of the longest speeches ever delivered at the despatch box.

 

Most would agree, the most anticipated, the mos...

Asset Intelligence Comment: General Election 2024

05.07.24 10:14 AM By Ibbo - Comment(s)
Asset Intelligence Comment: General Election 2024

By Kel Nwanuforo


Despite the historic nature of yesterday’s general election, few could claim to be surprised by the results. For months now, opinion polls and political commentators have been pointing to a considerable victory for Sir Keir Starmer’s Labour Party. So it has turned out.

 

With...

The UK election is upon us what does it mean for investors?

06.06.24 10:40 AM By Ibbo - Comment(s)
The UK election is upon us what does it mean for investors?

Polling points to a change in government after 14 years, but there’s no reason for investors to worry.


Prime Minister Rishi Sunak surprised many political commentators by announcing a UK general election would be held on 4th July. This is partly because opinion polls suggest that the opposition Labou...

Asset Intelligence Comment: Budget 2024

06.03.24 03:52 PM By Ibbo - Comment(s)
Asset Intelligence Comment: Budget 2024

By Kel Nwanuforo


If at first you don’t succeed, try, try, try again. – W.E. Hickson

 

 

The Conservative Party’s struggle to turn around its enormous deficit in the opinion polls continues. Having tried a number of tactics – including steady-as-she-goes, ‘change option’ and ‘friend of the moto...