Global equities ended the week down a modest 0.4% in local currency terms. But they fell a somewhat larger 1.4% in sterling terms due to a rise in the pound … Read More
Here we go again – 19 January 2026
For the second week running, President Trump managed to trump any economic data released. Last week it was all about Venezuela, this week Greenland. Trump announced over the weekend that … Read More
Happy new year – 12 January 2026
Global equities have started the year full of New Year cheer, gaining 1.7% last week in local currency terms and 2.1% in sterling terms. The big news was the US … Read More
Stay the course but stay diversified – 5 January 2026
Global growth has held up better than expected in the face of Trump’s large tariff hikes and should continue to be supported this coming year by declining interest rates and … Read More
UK Festive Cheer – 22 December 2025
UK Festive Cheer Hard on the heels of the meeting of the Federal Reserve on 10 December, which saw US rates cut a further 0.25% to 3.5-3.75%, last week saw … Read More
Markets at least cheer up – 1 December 2025
Last week saw UK equities rise 2.2%, UK gilts return 0.9% and the pound strengthen 1.3% against the dollar – altogether seemingly representing a resoundingly positive endorsement of the Chancellor’s … Read More
Bonanza or bubble – 24 November 2025
The market jitters seen of late continued last week with global equities ending the week down 2.1% in both local currency and sterling terms. The main source of nervousness remains … Read More
Chaos reigns – 17 November 2025
Last week saw some volatility with equity markets up as much as 1.5% on Monday, only then to fall a similar amount on Thursday. All this left global equities up … Read More
A mere one trillion – 10 November 2025
Global equities retreated last week with markets down around 1.5% in both local currency and sterling terms. The decline was led by the tech sector which was off close to … Read More
Deal time – 3 November 2025
Last week was action packed with trade deals, the Fed meeting and the Magnificent Seven all competing for the market’s attention. After all the excitement, global equities ended the week … Read More








