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Two Minute Missive – 8th October
Watch the latest ‘Two Minute Missive’ from our Client Investment Director, Shane Balkham. This video contains the opinions and views of Shane Balkham. Please work with your financial…
The World In A Week – Continued gains on AI optimism and rate cut expectations
Written by Dominic Williams Global equity markets moved higher last week, with the MSCI All Country World Index rising by +1.2%, supported by growing expectations that the US Federal Reserve could…
The World In A Week – Minority rules
Written by Shane Balkham Last week was littered with speeches from central bankers, which would not normally generate too much attention, however one of those central bankers was newly appointed…
Two Minute Missive – 23rd September
Watch the latest ‘Two Minute Missive’ from our Client Investment Director, Shane Balkham. This video contains the opinions and views of Shane Balkham. Please work with your financial…
The World In A Week – The artificial intelligence race across the world
Written by Millan Chauhan Last week, the Federal Reserve implemented a 0.25% interest rate cut, marking its first move in nine months. This decision was a response to mounting evidence of a slowing…
The World In A Week – Opportunities in Emerging Markets
Written by Chris Ayton Despite ongoing political and geopolitical strife in Europe, the US, and elsewhere, last week was generally a positive one for both equity and bond investors as markets focused…
Two Minute Missive – 11th September
Watch the latest ‘Two Minute Missive’ from our Client Investment Director, Shane Balkham. This video contains the opinions and views of Shane Balkham. Please work with your financial…
The World In A Week – All models are wrong, but some are useful
Written by Cormac Nevin Equity markets had a relatively quiet week, with the MSCI All Country World Index up +0.4%. Fixed Income markets rallied strongly, however, after Friday’s release of the US…
The World In A Week – When politics interferes with markets
Written by Ilaria Massei Last week, headlines were dominated by political turmoil across key regions, and global bond markets outperformed global equity markets with the Bloomberg Global Aggregate…
Two Minute Missive – 29th August
Watch the latest ‘Two Minute Missive’ from our Client Investment Director, Shane Balkham. This video contains the opinions and views of Shane Balkham. Please work with your financial…
The World In A Week – US small caps shine on hopes of lower rates
Written by Ashwin Gurung The US market rallied on Friday, helping the week close slightly higher after a shaky start, following the US Federal Reserve Chair Jerome Powell’s comments that rate cuts…
The World In A Week – Growth surprises and governance shifts
Written by Dominic Williams Global equity markets posted modest gains last week, with the MSCI All Country World Index rising by +0.4%, despite a backdrop of mixed economic data and ongoing…
