Articles written by
nigel green

Stagflation in the US is back—and global investors can’t afford to sit still

The US Federal Reserve has stopped sugar-coating it: stagflation is no longer a fringe fear. It’s a looming threat.Last week’s sharp warning from Chair Jerome Powell confirmed what many of us in the global financial community have anticipated for months.Slower growth, persistent inflation, and rising unemployment are converging in a way that should set off alarm bells for investors worldwide.Make no mistake—this isn’t an abstract risk for […]

Gold poised to hit $5,000—and here’s why it matters

Gold reached an all-time high of $3,432.77 per ounce in April 2025. The climb has been steady, underpinned by sustained demand and fundamental global shifts. The next milestone, $5,000, is firmly in sight, I believe.Capital is realigning. Central banks, institutions, and private investors are adjusting their positioning in response to clear macro realities: weakening currencies, structural inflation, declining real yields, and geopolitical instability.In this environment, gold is […]

Investors will relearn ESG’s value

Global capital turned its back on ESG last year. But that shift, we believe, is temporary and mistaken.ESG investing should and will return to favour, not just because it’s aligned with the challenges and priorities of our time, but because it remains one of the most rational long-term strategies for investors and economies alike.The numbers from 2024 were stark. Global sustainable fund inflows halved. In Europe, fund […]

Why investors should prepare for ongoing market volatility

Investors should brace for volatility to remain a defining feature of financial markets until at least September, as a new era of trade disruption, inflation pressures, and global realignments gathers pace.Markets are still reeling from the deepening fallout of President Donald Trump’s sweeping tariff offensive.After his aggressive trade moves last week — dubbed Liberation Day by the White House — equities have suffered one of the heaviest […]

Where I’m Putting My Money Right Now—And Why

I’m often asked where I invest my own money—by clients, advisers, even industry peers. And in a year like this one, when the world is being reshaped by the policies of President Trump, market volatility, and fast-moving tech cycles, the question feels more urgent than ever.We’ve seen a 10% drop in markets this year. Historically, that’s not unusual—since 1950, there have been over 30 such corrections. But […]

Are your investments Trump-proof?

The global economy is experiencing fresh waves of volatility as Trump’s second term reignites trade conflicts, currency battles, and inflationary pressures. Markets have already reacted—tariff hikes on Chinese goods, retaliatory measures from Beijing, and escalating tensions with Europe are shifting capital flows at a breakneck pace. Investors can’t afford to be complacent. They must position portfolios to withstand uncertainty, hedge against risk, and seize opportunities in this […]

Trump’s economic contradictions make financial advice essential

Donald Trump’s economic policies generate excitement, but they often contain internal contradictions that make navigating financial decisions more challenging. Investors and businesses are left in an environment of uncertainty, where competing policy objectives create unpredictability.This is why expert financial advice is more important than ever—because when the strategy of the world’s largest economy pulls in different directions, the risks and opportunities shift rapidly.Take tariffs, for example. Trump […]

Trump’s tariff Tuesday is about to land – are you ready?

The tariff hammer is about to drop. On Tuesday, the US will slap new duties on goods from Canada and Mexico, and possibly hike levies on Chinese imports. Investors don’t need reminding—tariffs are the number one risk factor hanging over global markets.This isn’t just policy posturing; it’s a direct hit to corporate profits, consumer prices, and the already fragile supply chains that businesses spent years rebuilding after […]

Why investors are piling into corporate bonds

The stock market may grab all the headlines, but behind the scenes, savvy investors are making serious moves into corporate bonds.Once seen as the dull cousin to equities, corporate bonds are having a moment as a growing number of investors recognize their ability to deliver attractive returns, stability, and a tactical hedge against volatility.If you’re not paying attention, you’re missing out on what could be one of […]

Why defence stocks belong in every portfolio

The defence sector is no longer a niche or cyclical play—it is becoming a structural necessity in investor portfolios.With rising geopolitical tensions and global security realignments, the financial case for defence stocks has never been stronger. The surge in defence equities over the past year suggests a fundamental shift, not just a reaction to short-term events.At the Munich Security Conference last weekend, European leaders signalled their intention […]

How to manage currencies in Trump era

If you thought currency markets were unpredictable before, welcome to the Trump era—a world where tariffs, policy tweets, and America First economics make for a wild ride. Forget the usual playbook.Trading currencies in this environment requires sharp instincts, a stomach for volatility, and a ruthless ability to read between the lines of Trump’s economic agenda through seeking financial advice.Tariffs are back in a big way, and they’re […]

An unstable US is an untrustworthy ally – and investors bear the consequences

Markets flourish with predictability. Companies require consistency to strategize effectively. However, the current US administration’s erratic approach to trade is fostering the opposite environment.Donald Trump’s eleventh-hour decision to postpone sweeping tariffs on Mexico and Canada provides temporary relief but does not address the core issue: the United States is becoming an increasingly erratic economic ally. Investors are already experiencing the repercussions.This latest suspension is the third instance […]

Nvidia, Deepseek and the AI reality check: 4 takeaways for investors

If you blinked, you might have missed the absolute market carnage Nvidia endured this week.A 17% plunge erased a staggering $589 billion in value in a single day, only for the stock to roar back almost 9% the next session.The culprit? A Chinese AI start-up, DeepSeek, that sent Silicon Valley into full-on existential crisis mode.Let’s break down the four major takeaways from this AI-fuelled rollercoaster and what […]

Dollar drama looms in Trump’s first 100 days

No tariffs on Day One from Trump? Sure, that’s made the dollar wobble—but let’s not kid ourselves. The tariff threats, trade drama, and inflationary fireworks are still there. Trump’s first 100 days are set to be a rollercoaster for the greenback.The President’s reported plan to “study” trade relationships rather than unleash tariffs immediately is hardly a sign that he’s gone soft.This is the man who has repeatedly […]

Trump’s National Energy Emergency: A game-changer?

President Donald Trump’s declaration of a national energy emergency can be expected to spark seismic shifts in global markets and create a wave of opportunities for investors, predicts the CEO of one of the world’s largest independent financial advisory and asset management organizations.deVere Group’s Nigel Green’s comments come as the new administration’s focus will be on ramping up domestic energy production, particularly in Alaska, and rolling back regulations […]

Why investors are turning to active fixed income strategies

In a world where financial markets often feel like a roulette wheel spun by central banks, more and more investors are embracing active fixed income strategies—and for good reason.These hands-on approaches to bond investing are proving to be an antidote to the unpredictability of stocks, the underwhelming returns of cash, and the volatility of crypto. This isn’t just a trend; it’s a quiet revolution.At its core, active […]

US growth and sticky inflation keep Dollar on top

Donald Trump-Elon Musk Duo Emerging As Leaders Of Global Far Right In 2025

By Nitya Chakraborty Year 2025 is going to witness a new era of global advance of far right led by the incoming U.S. President Donald Trump and his acolyte, the richest man of the world Elon Musk. It will be a unique combination fusing the brand of Trump with the big money and tech skills […]

How diet drugs are transforming investments for 2025

The rise of weight-loss drugs like Ozempic and Wegovy is reshaping multiple aspects of daily life, from what we eat and wear to how we think about health. These profound societal shifts are creating lucrative opportunities for investors ready to capitalize on this emerging theme in 2025. Changing face of lifestyle consumption These drugs, originally developed to treat Type 2 diabetes, have been widely adopted for weight […]

Conflict is investment megatrend of 2025

From wars in Eastern Europe and the Middle East to rising tensions in the Taiwan Strait, geopolitical instability has become the defining characteristic of our time.There are now more active armed conflicts than at any point since World War II. Simultaneously, the digital realm has become a battleground, with cyberattacks escalating in frequency and sophistication, targeting both national infrastructures and private enterprises.While these developments are concerning on […]

Bonds on thin ice? Why Trump 2.0 could shake your portfolio

Brace yourselves—Donald Trump is back on the scene, and the markets are bracing for impact. If history is any guide, a second Trump presidency could ignite a perfect storm for bonds. Inflationary policies, debt-fuelled spending sprees, and geopolitical curveballs are all in the cards. If you’re clinging to a “safe” bond portfolio, it’s time to wake up and smell the burning yields.Trump doesn’t do things by halves. […]

What will Nvidia’s earnings report tell investors?

Nvidia, the dominant force in the AI revolution, and its growth trajectory continues to outshine even the most optimistic projections.As the company prepares to release its Q3 FY2024 results, investors are not merely asking if Nvidia can sustain its extraordinary momentum—they are pondering just how much further it can climb.After all, it has already surpassed a $3.5 trillion market cap and delivered revenue growth at a pace […]

Bitcoin as a solution to America’s Debt? Musk and Trump spark debate

Bitcoin has surpassed $90,000 this week for the first time, marking yet another significant milestone for the cryptocurrency.The surge comes amid growing discussions about using Bitcoin to address America’s escalating national debt.Tesla, X, and SpaceX CEO Elon Musk, and vocal proponent of cryptocurrency, recently endorsed the idea of deploying digital assets to alleviate the United States’ debt burden—a sentiment echoed by President-Elect Donald Trump.Musk, who supported Trump […]

Lessons from Warren Buffett’s sale of Apple stock

The world’s most successful investor, Warren Buffett, is making headlines again by significantly reducing his stake in Apple, selling approximately 100 million shares—about 25% of his company’s holdings.This move, which brought Berkshire Hathaway’s holdings of Apple shares down to roughly 300 million, is emblematic of Buffett’s long-standing philosophy of risk management and prudent investing.As of now, Berkshire’s remaining stake in Apple is valued at $69.9 billion, making […]