Equity markets continued their upward march last week and global equities are now only a modest 2% or so below their highs last year. The US market has led the … Read More
Spring is in the Air
Equity markets ended March on a positive note and global equities returned a strong 12.3% in local currency terms over the first quarter as a whole. In sterling terms, the … Read More
Recession Fears Resurface
Equity markets started last week on a quiet note but ended on a sour one. The Fed meeting on Wednesday was the highlight and initially garnered a favourable reaction from … Read More
Who to believe – equities or bonds
Global equity markets recovered their poise last week, rising 2.5% in local currency terms and regaining their losses of the previous week and a bit more. In sterling terms, however, … Read More
Testing times
Another supposed make-or-break week for Brexit looms. With little more than two weeks to go to B-Day, the route forward is none the clearer. Tree diagrams are all the vogue … Read More
Looking on the bright side
Global equities edged higher last week – at least in local currency if not sterling terms due to a move up in the pound – continuing the rally of the … Read More
Spring has come too early
Global equities continued their recovery last week and are now up close to 13% from their low in sterling terms although are still some 5% below their 2018 high. In … Read More
The recovery has continued
The recovery from last year’s equity market falls has largely continued led by the US which has seen a remarkable bounce of some 17% from the lows. The pause in … Read More
So where do we go from here?
So where do we go from here? It’s a good question and one that has many investors scratching their heads. On the one hand, we have no really bad news. … Read More
Patience is a virtue
The recovery in equities from their December low continued last week. Markets took comfort from a number of factors but the most important was the latest musings from the US … Read More