Uncertainty reigns – 24 March 2025

Markets were quiet last week. Global equities recovered a little after four weeks of declines, rising a bit under 1% in both local currency and sterling terms, leaving them down … Read More

Tit-for-tat – 17 March 2025

Global equities continued their retreat last week, falling 1.7% in both local currency and sterling terms. This was their fourth consecutive weekly decline and left markets down 7.6% in sterling … Read More

Unloved – 10 March 2025

Global equities last week posted declines for the third week running, falling 1.8% in local currency terms. A recovery in the pound against a weak dollar to $1.29 left markets … Read More

Love is fickle – 3 March 2025

Global equities retreated last week for the second week running, falling around 1% in both local currency and sterling terms. Meanwhile, UK gilts and US Treasuries gained 0.9% and 1.4% … Read More

Seismic change – 24 February 2025

Global equities retreated last week 1.1% in both local currency and sterling terms. The US led the declines, falling 1.7% on Friday and 2.1% over the week in sterling terms. … Read More

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