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The World In A Week – The bounce back
Written by Cormac Nevin Last week was a strong one for global equity and fixed income markets as investors continued to allocate to US tech stocks in the face of ongoing uncertainty regarding tariff…
Two Minute Missive – 24th April 2025
Trump's 90-day tariff pause is already showing cracks, with focus shifting to pressuring the Federal Reserve to cut interest rates. The S&P 500 is down, but global markets are holding up.…
The World In A Week – Diversification to the rescue
Written by Chris Ayton Last week was a mixed one for equity markets with the MSCI All Country World Index down -1.0% in GBP terms. However, with the US being the dominant component of global equity…
The World In A Week – Blink and you may miss it
Written by Millan Chauhan We saw the Trump administration issue several tariff announcements last week which included both the US and China implementing retaliatory tariffs, escalating the trade war…
The World In A Week – The market falls, but the strategy stands
Written by Ashwin Gurung Last week, US President Donald Trump unveiled a series of tariffs targeting countries around the world which would collectively take tariff rates back to levels not seen…
Two Minute Missive – 4th April 2025
President Trump is wielding his tariff sword across the globe - but what does it mean for markets and economies? While US consumers may feel the pinch, global markets tell a mixed story, making…
The World In A Week – Tariff Man redraws global capital flows
Written by Cormac Nevin Markets endured a broad-based sell-off last week, with the MSCI All Country World Index of global equities returning -1.7% in GBP terms. The sell-off was concentrated in the…
The World In A Week – No surprises
Written by Dominic Williams Overall, markets enjoyed a positive week, with the MSCI World Index gaining +0.8% in GBP terms, boosted by value stocks, which outperformed their growth counterparts over…
Two Minute Missive – 18th March 2025
Market volatility and trade tariffs are creating uncertainty, but history shows markets recover. While US equities decline, Europe and the UK are seeing gains. Staying invested with a diversified…
The World In A Week – Pricing in the tariffs
Written by Millan Chauhan We saw a continued sell-off in global equities last week, which was driven by weaker performance from US Equities. The MSCI ACWI index declined -1.8% in GBP terms, largely…
The World In A Week – Tariffs, reversals, and turnarounds
Written by Shane Balkham Last week, the US imposed additional tariffs that could increase the effective average tariff rate on all imports into the country. Before the Trump administration returned…
The World In A Week – A weaker outlook led to market corrections
Written by Ilaria Massei The economic landscape has become increasingly complex in recent weeks, leaving investors with the challenging task of navigating ongoing uncertainties. Equity markets ended…
