The New Year has kicked off with a burst of market volatility centred on bonds rather than equities. 10-year government bond yields jumped 0.2-0.3% last week to 1.8% in the … Read More

Equity markets have continued their recent see-saw pattern. Global equities fell some 1.5% last week, after a gain of 3% the previous one, and are down a further 1-2% this … Read More

There is often a disconnect between market moves and domestic headlines but last week it was particularly acute. The wave of new restrictions in the UK, along with Boris Johnson’s … Read More

Market volatility has picked up significantly since Omicron first made the headlines the week before last. US equities have seen daily moves of 1-2% most days, with gains replacing losses … Read More

Covid is once again front of mind for markets due to the emergence of the Omicron Covid variant, which is considerably more transmissible than existing strains and potentially quite resistant … Read More

Global equities slipped back a little last week, posting their first weekly decline since the beginning of October. The pause was overdue and can’t really be attributed to any of … Read More

The relentless upward trend in equities has continued with markets edging higher last week. Global equities are now some 2.3% above their September high in local currency terms and a … Read More

Global equities continued to grind higher last week, ending up around 0.5-1.0%, and have also opened higher this morning. Corporate earnings remain a major factor behind these latest gains with … Read More

Global equities posted gains last week for the third week running. They ended the week up some 1.1% and are now all but back to their high in early September. … Read More

Global equities continued their recovery last week, ending up 2.1% in local currency terms. Markets are now down only 1.2% from their early September high. So, why the swift rebound … Read More