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

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