Global equities saw further gains last week, rising 1.1% in local currency terms. However, a strengthening in the pound against a weaker dollar to just under $1.30, the highest level … Read More

Politics were very much centre stage last week. But as is usually the case for markets at least, the economics turned out to be more important. Even so, it would … Read More

Whilst we rarely comment on individual stocks, the meteoric rise of Nvidia has been hard to ignore. However, it is worth noting that Nvidia’s stint as the most valuable company … Read More

If you listened to nothing but the rhetoric, you would think economic policy will be very different going forward under a Labour or Conservative government. In fact, it very likely … Read More

Some weeks just lend themselves to the easiest titles… With the start of the ‘Euros’ good luck to your team, or for your sanity if you aren’t a football fan. … Read More

Global equities gained 1.2% in both local currency and sterling terms last week. This more than reversed the small losses of the previous week and left markets 1-2% above their … Read More

Global equities last week fell a modest 0.6% or so in both sterling and local currency terms. This still left markets up a healthy 2.3% and 3.7% respectively over May … Read More

Global equities rose a further 1.4% in local currency terms last week. However, a recovery in the pound to $1.27 left markets little changed in sterling terms. US stocks gained … Read More

Global equities had a good week, gaining some 2% in both local currency and sterling terms. They have now recovered the 4-5% losses sustained in mid-April and are back 0.5-1% … Read More

Equity markets recovered their poise last week, reversing some of the drop over the previous three. Better than expected results from Alphabet and Microsoft more than compensated for the macro … Read More