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Two Minute Missive – 12th June
Watch the latest 'Two Minute Missive' from our Client Investment Director, Shane Balkham This video contains the opinions and views of Shane Balkham.…
The World In A Week – Resilience in global equity markets
Written by Ilaria Massei Last week, global equity markets proved resilient amid a backdrop of mixed economic signals. The MSCI All Country World Index rose +1.1% in GBP terms, reflecting continued…
The World In A Week – One door closes and another one opens
Written by Shane Balkham The US tariffs story took an interesting turn last week. The US Court of International Trade ruled that tariffs imposed using the International Emergency Economic Powers Act…
The World In A Week – Deficits, Downgrades and Duties
Written by Cormac Nevin The S&P 500 Index of large U.S. companies declined by -4.3% last week, breaking a six-day winning streak. This was comprised of a -2.6% fall in the value of the index in…
Two Minute Missive – 20th May
Midway through Q2, markets reflect ongoing volatility driven by Trump’s trade policies and fiscal concerns. Despite a US credit downgrade, global equities remain positive - highlighting the value of…
The World In A Week – Deals in a Delicate Environment
Written by Dominic Williams Global equity markets posted gains last week, as investors digested a slew of macroeconomic data and geopolitical developments. The standout driver came from the US,…
The World In A Week – Unlocking Shareholder Value in Japan
Written by Ilaria Massei Japanese equities rose last week, with the MSCI Japan Index up +1.0% in GBP terms, supported by a corporate development that highlights how governance reforms are continuing…
The World In A Week – Warren Buffett’s lesson in the power of compounding
Written by Chris Ayton The rebound from April’s “Liberation Day” equity market sell-off continued last week with the MSCI All Country World Index up +2.9% in GBP terms. The S&P 500 Index in the…
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
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…
