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

Policy overload – 27 January 2025

Global equities last week built on the previous week’s gains, rising 1.7% in local currency terms. However, UK investors didn’t enjoy the fruits of these increases with markets down 0.3% … Read More

Second thoughts -18 November 2024

Global equities retreated 1.8% last week in local currency terms, erasing half of the gains seen on the back of Trump’s victory. The performance felt by UK investors, however, has … Read More

Trump Bump –11 November 2024

Global equities had a strong week with markets up around 3.5% in both local currency and sterling terms. The US led the gains, rising 5% on the back of Trump’s … Read More