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

Global equities ended last week unchanged despite a further surge in gas prices and step-up in bond yields. At their low point a week ago, markets were in spitting distance … Read More

Last week’s commentary started with the words ‘Global equities seem to have regained their poise’. Well, we spoke too soon as markets shortly resumed their decline, ending last week down … Read More

Global equities seem to have regained their poise. The demise of Evergrande, the Chinese property developer, was still unnerving markets last Monday but markets ended the week up around 0.5% … Read More

Global equities have slipped back in the last couple of weeks and ended last week down 2.0% from their high on 6 September. UK and European equities have also opened … Read More