Slow food for thought

Insights and research on global events shaping the markets

As diplomatic talks between the US, Russia, and Ukraine continue, investors are closely watching for potential opportunities in a re-opened Russian market despite the significant risks that remain. The prospect of a ceasefire and improved relations between Moscow and Washington has triggered speculation about the future of sanctions and possible market access, fuelling interest in Russian assets that have been largely off-limits since the war began.

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17/03/2025

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The Fed holds rates, the Turkish lira tumbles, investors ditch the US for Europe. Each week, the Syz investment team takes you through the last seven days in seven charts.

U.S. stocks closed the week higher, with most indexes snapping multi-week declines. Major indices rebounded on Friday after President Donald Trump said there would be some “flexibility” with tariffs. However, he maintained that the tariffs implemented at the April 2 deadline will be reciprocal, saying all countries that have tariffs on U.S. goods will be charged. The Dow Jones Industrial Average was the best weekly performer, advancing 1.2% while the technology-heavy Nasdaq Composite was the worst-performing index during the week. Value outperformed growth for the fifth consecutive week, bringing its total year-to-date outperformance to 897 basis points.

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