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The World In A Week – No drought of news
Written by Cormac Nevin August is supposed to be the quiet month, and much of the UK is now officially in drought after the driest July since records began. There has been no equivalent shortage of…
Two Minute Missive – 5th 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 – It’s a balancing act
Written by Millan Chauhan The conflict between the United States and Iran widened further last week. On Wednesday, Egypt was struck for the first time, with a drone attack hitting two vessels at the…
The World In A Week – Chancellor Healey 2.0 with an oil shock to match
Written by Shane Balkham Iran hostilities reignited, forcing the US to reimpose a naval blockade on Iran, resulting in the Houthis (an Iranian-sponsored militia in Yemen) declaring a blockade of…
The World In A Week – Markets reassess AI expectations
Written by Ashwin Gurung Global equity markets fell last week, with the MSCI All Country World Index, a broad measure of global shares, down 1.8%. Selling pressure had been building across global…
The World In A Week – Navigating the Straits
Written by Cormac Nevin Last week, the fragile truce between the US and Iran gave way to renewed conflict, and markets turned their attention back to a stretch of water barely 25 miles wide. The…
Two Minute Missive – 10th July
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 – Fewer jobs, fewer worries?
Written by Ilaria Massei Sometimes in markets, weaker news is welcome news. Last week's US jobs report was the clearest example: the economy added just 57,000 jobs in June, around half of what…
The World In A Week – A sell-off with somewhere to hide
Written by Dominic Williams Last week was a study in how uneven a sell-off can be. Most markets ended the week lower, but where those falls landed mattered as much as their size. At home, the bigger…
Two Minute Missive – 26th June
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 – Onwards and upwards
Written by Chris Ayton Last week was a strongly positive one for global equity markets, with the MSCI All Country World Index (a broad measure of global stock markets) up +2.7%. Global technology…
The World in a Week – There is life outside the vacuum of Space(X)
Written by Shane Balkham Investors may be forgiven for thinking that last week was all about Elon Musk and the Initial Public Offering (IPO) of SpaceX. On Friday, SpaceX went public with an initial…