Publications
- Economy, Global, Investment Strategy, Monthly, Politics
LCI Monthly 8211 April 2025 Key Highlights Trump s Economic Disruption Continues U S President Donald Trump continues to dominate the political and economic landscape with increasingly unilateral and interventionist policies On April 2nd he announced sweeping new tariffs on imports from nearly all countries a move described by analysts...
- Economy, Global, Investment Strategy, Politics
Prosperity Has a Foundation and It 8217 s Beginning to Crumble 8211 Why Investors Should Rethink Their Geographic Diversification In a world grappling with rising geopolitical tensions protectionist rhetoric and the erosion of democratic structures a fundamental question arises for any investor What are the true drivers of long term...
- Economy, Global, Research
Steering through uncertainty Introduction The global economy remained resilient in 2024 expanding at a solid annualised pace of 3 2 through the second half of the year However recent activity indicators point to a softening of global growth prospects Business and consumer sentiment have weakened in some countries Inflationary pressures...
- Economy, Global, Politics
Trump Is Nero While Washington Burns On Tuesday French Senator Claude Malhuret delivered a powerful speech on the implications for Europe of the United States 8217 reversal of policy toward Ukraine Malhuret a former mayor of Vichy is also a doctor an epidemiologist and a former president of Doctors Without...
- Breaking News, Economy, Politics
US Stock Markets Under Pressure Concerns Over Economic Slowdown Under Trump The initial euphoria over Donald Trump s re election has noticeably faded in financial markets While investors initially hoped for a business friendly environment with tax cuts and deregulation concerns about an economic slowdown are now growing This is...
- Investment Strategy
LCI Strategic Asset Allocation Reduction of US Investments In just a month and a half Donald Trump has managed to upend the global order Economic and military threats against allies the adoption of Russian propaganda rhetoric and the erosion of democratic institutions have significantly shaken international confidence in the United...