Seismic change – 24 February 2025

Global equities retreated last week 1.1% in both local currency and sterling terms. The US led the declines, falling 1.7% on Friday and 2.1% over the week in sterling terms. … Read More

China outperforms – 17 February 2025

Global equities last week were broadly unchanged in sterling terms for the third week running. This eerie calm inevitably leads one to thoughts of ‘calm before the storm’ and such … Read More

Disruptive times – 3 February 2025

Last week ended with global equities little changed in both local currency and sterling terms. Meanwhile, bonds were up a little over the period, as was the dollar. But these … Read More