Month: February 2025

Fact Sheet

Momentum Fact Sheet — January 2025

January’s market saw volatility due to Trump’s aggressive tariff policies on imports from Mexico, Canada, China, and potentially the EU. While US growth remained strong early in the month, the emergence of China’s DeepSeek AI led to a sharp sell-off in tech stocks, particularly semiconductors like Nvidia, which lost $500bn

Viewpoint

Global Matters Monthly Viewpoint – February 2025

In a foretaste of what might lie ahead, markets in January were largely driven by the policy agenda of the new administration in the US. In his second term, President Trump is evidently in a hurry to make good on campaign promises, perhaps conscious that his powers could be weakened