Global equities have paused for breath and ended last week down slightly. Following their strong run of late, with markets up 10% since the start of the year, a pause … 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
Storm in an Equity Teacup
Bond markets were once again the centre of attention last week, with government bond yields continuing their upward climb. 10-year yields in the UK and US rose another 0.10%-0.15% to … Read More
Bonding with Equities
Global equities slipped back last week, retreating 1.5% in sterling terms, and have also opened lower this morning. These declines, however, follow two weeks of strong gains and are nothing … Read More
Vaccinating against Bubbles
Global equities posted further gains last week and are now comfortably above their highs prior to the mini-correction seen a couple of weeks ago. In local currency terms, equity markets … Read More