Earnings are growing, why worry?

Chris Swanepoel, our estimable head of AIM investments, says that he doesn’t know anybody who has stopped doing their weekly shopping because of Brexit or Donald Trump.His job is to invest in companies and a lot of them are doing better than OK.Companies across the...

It is getting hot

It was a week with two faces – strong economic data across the developed world on the one side and disruptive political rhetoric on the other. Donald Trump’s administration imposed tariffs of 25% on $34 billion worth of Chinese imports and China retaliated in kind. At...