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Two Minute Missive 26 September 2024
September 26, 2024
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 adviser before…
The World In A Week – The time has come
September 23, 2024
Written by Ilaria Massei Last week, the Federal Reserve (Fed) implemented a 0.5 percentage point rate cut, effectively settling the debate over whether a 0.25 or 0.5 percentage point reduction was…
The World In A Week – Markets shrug off cold winds from the East
September 16, 2024
Written by Chris Ayton Last week was a positive one for global equities with the MSCI All Country World Index retracing most of its losses suffered earlier in the month, and ending the week up +3.3%…
The World In A Week – Sahm Rules are meant to be broken
September 9, 2024
Written by Cormac Nevin Last week was a challenging one for global equity markets. The MSCI All Country World Index fell -4.0% in GBP terms, and while all equity markets found themselves in negative…
Two Minute Missive 6 September 2024
September 6, 2024
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 adviser before undertaking…
The World In A Week – Rate cuts: a step closer
September 2, 2024
Written by Shane Balkham In July, the Fed’s preferred measure of inflation, known as the core personal consumption expenditures (PCE) price index, which excludes volatile food and energy items, rose…
The World In A Week – A cut above the rest?
August 27, 2024
Written by Millan Chauhan Last week, Jay Powell delivered his speech at the Federal Reserve’s (the Fed) annual economic symposium in Jackson Hole, Wyoming. Chairman Powell acknowledged that the…
The World In A Week – Have we gone full circle?
August 19, 2024
Written by Shane Balkham Last week seemed to be very much the calm after a short-lived storm. Not wanting to tempt fate, the dust seems to have settled again with financial markets back to almost…
Two Minute Missive 14 August 2024
August 15, 2024
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 adviser before…
The World In A Week – Economic data in the driving seat
August 12, 2024
Written by Millan Chauhan Last week, we saw some extended moves across global equities and the return of volatility to markets. Global equities, as measured by the MSCI All-Country World Index ended…
The World In A Week – Diversification is your friend
August 5, 2024
Written by Chris Ayton Last week was an extremely volatile one for many global equity markets. The MSCI All Country World Index fell -1.6% over the week in Sterling terms. Global fixed income markets…
The World In A Week – Disappointments and Worldwide Shifts
July 29, 2024
Written by Ilaria Massei Equity markets were mostly down last week, with some bright spots in Continental Europe where the MSCI Europe Ex-UK equity index rose by +0.5% and in the UK where the FTSE…