Global equities ended last week up 0.5-1% in both local currency and sterling terms and are now some 2-2.5% above their end-July high. US and European equities performed best with … Read More

Global equities ended last week flat in local currency terms after a bounce in the US on Friday following the release of stronger than expected labour market data. In sterling … Read More

The unveiling of a range of stimulus measures in Beijing undoubtedly took first place as highlight of the week. The local A share market climbed by 15.7% whilst in Hong … Read More

The big event last week was the Federal Reserve’s decision to kick off the US rate-cutting cycle with a bumper 0.5% cut, rather than the more normal 0.25%. The meetings … Read More

The latest equity correction was as short-lived as the previous one in early August and rather less severe. Global equities bounced some 3% last week in both local currency and … Read More

Global equities fell 3.8% in both local currency and sterling terms last week, bringing back memories of the short but sharp market correction in early August. The latest losses were … Read More

Markets were quietish last week, leaving investors undisturbed for the most part to enjoy the last of the summer holidays. Global equities were up 0.5% in local currency terms and … Read More

Equity markets rebounded strongly last week, with global equities up 3.8% in local currency terms and 2.8% in sterling terms, as US recession worries faded and belief in a soft-landing … Read More

Last week started with a bang but ended with a whimper. Japanese equities on Monday fell as much as 12%, their largest one-day decline since 1987, and global equities ended … Read More

Apologies in the height of summer for a somewhat longer than normal commentary but there is rather a lot going on, which merits a more detailed look than normal. The … Read More