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
Whiff of Stagflation
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
Tighter Times
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
Choppier Waters
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
Time to Value
Global equities have resumed their upward trend, more than recovering their wobble in mid-August. Markets were up 1.0% in local currency terms last week and have also opened higher this … Read More
Confusing Times
Global equities had a wobble last week, ending down 1.4% in local currency terms. However, they finished the week on a more positive note and have also opened higher this … Read More
Back on top in June
Global equity markets put in a robust performance last week, gaining 2.0% in local currency terms with the US leading the way. Despite June normally being the weakest month of … Read More
What’s in a Dot?
Markets last week were dominated by just one event – the meeting of the US Federal Reserve on Wednesday which caught investors on the hop. The Fed updates its economic … Read More
Inflation Probation
Equity markets continued their upward trend last week. Global equities gained another 0.5% and are now up around 13% since the start of the year. The continuing gains, despite now … Read More
Too Good to Last?
Equity markets have started June on a positive note and, so far at least, are ignoring the fact that June is traditionally the weakest month of the year. Global equities … Read More