'After the recent special counsel Robert Hur’s report on President Biden’s state of mental faculties as well as Donald Trump’s unsurprising victories in the Iowa and New Hampshire primaries, the road appears to be paved for another four years under the former President.'

With a second Trump term becoming more plausible by the day, our CIO, 

, discusses the potential initial impacts of the 45th President's re-election.

Arbion Observations - February 2024

After the market correction: Where are the opportunities?

In the latest edition of Observations, Arbion’s Chief Investment Officer, 

, analyses the recent market correction and explores potential opportunities. Despite a sentiment-driven selloff in US mega-cap stocks, fundamentals remain intact, presenting compelling investment prospects.

Arbion Observations, After the market correction: Where are the opportunities? - March 2025

The Market Impact of the Trump Administration

, discusses some intriguing observations about the potential market impact post election

Arbion Observations, The Market Impact of the Trump Administration - November 2024

, provides Arbion's Investment Viewpoints for September 2024 - 'The time has come'

▪ The US 10-2yr yield curve has un-inverted after a record-long stretch in negative territory.


▪ The rate cut cycle has started in earnest with substantial expectations for lower rates over the next 18 months.


▪ Inflation is dead for now, but growth is also slowing down, lending support to a soft-landing scenario.


▪ Such an outcome could be bullish for equity markets over the medium term.


▪ With rates being cut and inflation unlikely to raise its head, bonds are still attractive for their yield but also as a hedge.

Arbion Observations - February 2024

Trump Reloaded - What to Expect

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