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market commentary

The World In A Week – Half-Term Home Economics

Last week saw many of the developed nations release their GDP data relating to the final quarter of 2020.  The UK economy grew 1.0% in this period, beating market expectations, and meant that the UK…

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market commentary

The World In A Week – Snakes And Ladders

Some elements of investing can be a zero-sum game.  When one side of an investment gains, the other side loses.  For those investing in GameStop, the profits made when the stock went up was reflected…

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market commentary

The World In A Week – GameStop & Match

Well, who would have thought a small US bricks and mortar video retailer would grab the attention of the world? As we keep seeing of late – expect the unexpected! We’ve not heard the term David vs…

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market commentary

The World In A Week – Bitcoin & Other Video Games

Markets were broadly positive last week with the MSCI All Country World Index (ACWI) of global stocks up +1.0%, giving a return of +3.2% for the year to date.  In a slight reversal of the trend which…

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market commentary

The World In A Week – Cheque Mate

The political situation in the US continued to dominate the news headlines last week with President Trump impeached for the second time during his term. National Guard troops have been deployed to…

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market commentary

The World In A Week – White House Down

Not to be outshone by its predecessor, 2021 gave us an unexpected first week of the year.  Politically, this was going to be an important week in America.  We had the final two seats in the Senate…

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market commentary

The World In A Week – “That’s All Folks!”

As Michael Caine famously said in the iconic movie The Italian Job, “You’re only supposed to blow the bloody doors off!” Which seems to sum up 2020 well – it’s not what we wanted, not what we…

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