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
Good news almost all round – 20 January 2025
Global equities performed well last week, gaining around 2.4% and 2.8% in local currency and sterling terms respectively. This left markets up 1.8% year-to-date in local currency terms and a … Read More
Stay the course; Ignore the tweets – 13 January 2025
The global economic outlook remains reasonably positive with the global economy set to see continued growth and interest rates generally now on a downward trend. Even so, some risks remain … Read More
Steady as she goes – 9 December 2024
Last week, geopolitical developments trumped by far the economic news, with the fall of the Assad regime in Syria and the declaration of martial law in South Korea coming out … Read More
Bark versus bite – 2 December 2024
Equity markets had a quietish week, in part down to the Thanksgiving holiday in the US. Global equities gained 0.7% in local currency terms but were down 0.4% in sterling … Read More
Increased Atlantic divide -25 November 2024
Global equities gained 1.4% in local currency terms last week, reversing the bulk of their decline the previous week. UK investors fared even better due to a further weakening in … 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
One done, one to go – 4 November 2024
One done, one to go Well, despite its supposedly momentous nature, the market reaction to the UK budget was actually pretty limited. UK equities ended the week down 1.0%, similar … Read More