Last week was a quiet one for most markets. Global equities were little changed and are around 1-2% below their recent highs. The modest correction seen over the last couple … Read More
Inflation Damnation
Global equities fell back last week. They were down around 3% by Wednesday but subsequently recovered some of their losses, to end the week down 1.5% and 2.3% in local … Read More
A Global Beat
Global equities gained 1% last week in local currency terms, reversing their small losses of the previous couple of weeks, and are back hovering around their late April highs. The … Read More
Time to value
Equities continued their strong run last week with global markets gaining a further 0.8% to be up 10.7% since the start of the year. The US reporting season got off … Read More
Time to Spend?
Global equities have had a strong couple of weeks, with markets gaining a further 1.8% in local currency terms and 2.8% in sterling terms over the past week. Year to-date, … Read More
Spring has Sprung
Global equities gained around 0.5-1.0% last week and are back within spitting distance of their mid-February highs. Markets have also opened higher this morning, shrugging off the news of the … Read More
Spot the Dot
Equity markets slipped back a little last week following their recovery over the previous two weeks. But it is government bonds, rather than equities, which remain the real focus of … Read More
Time to be Small
Equity markets recovered some of their mojo last week. Global equities gained 2.0%-2.5% in sterling and local currency terms respectively and are now only 0.5%-1.0% below their mid-February peak. In … Read More