Author: Sebastian Montague

On the bright morning of Friday, 6th June 2025, the financial markets drew to a close, marking a significant milestone. At this juncture, the indicator settled at 6,000.36, a remarkable rise when juxtaposed against its earlier position on the 7th of April, 2025, where it languorously lay at 4,835.04. This journey from April to June, albeit marked by its peaks and troughs, underscores the inherent volatility within both the stock and bond markets that investors have navigated over the preceding 12 to 13 weeks. In the arena of year-to-date (YTD) returns for the standard benchmarks, the landscape has been variegated.…

In the complex world of global finance, the dance of stock markets often reflects the nuanced steps of international diplomacy and economic policy. This Monday, the gaze of investors and analysts alike turns towards a pivotal moment in the ongoing narrative of U.S.-China relations, as senior representatives from both nations convene in London for a round of trade negotiations. This event, coloured by the anticipation of upcoming inflation data releases in the United States, casts a shadow of cautious optimism across Wall Street. At the heart of these discussions is U.S. Treasury Secretary Scott Bessent, accompanied by two other key…

As the landscape of international trade and geopolitics continually alters, recent developments have once again placed investors on a tumultuous ride, challenging the burgeoning optimism around the world’s economic recovery. In the heart of these oscillations stands President Trump, whose recent proclamations of imposing unilateral tariffs have sent ripples across financial markets globally. Aimed at more than 20 trading partners, these threatened tariffs, with details expected to be outlined in imminent letters prior to a critical July 9 deadline, have rightly caused a stir, manifesting in a downturn in US equity futures and propelling the euro to its zenith since…

In the vast and intricate web of the semiconductor industry, a myriad of companies plays pivotal roles, yet not all receive the spotlight they deserve. Among these unsung heroes is Synopsys, a firm that, despite not generating the widespread buzz typically associated with AI-chip designers, is fundamentally crucial to the sector. The company’s prowess lies in its electronic automation design (EDA) software, an essential tool in the creation of a wide array of chips. This underlines the importance of understanding Synopsys’s position in the industry, not only for its technological contributions but also as a potential opportunity for investment. Despite…