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Two Minute Missive – 13th 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 – The price of money
Written by Dominic Williams Borrowing costs dominated the week, nowhere more so than at home, where gilt yields, in effect the interest rate the UK government pays to borrow, climbed to levels not…
The World In A Week – The usual suspects
Written by Shane Balkham Last week was challenging for UK and European equity markets. Focus remains on high oil prices, rising inflation and the prospect that interest rates may stay higher for…
The World In A Week – Keep calm and carry on
Written by Cormac Nevin Bonds had another difficult week. The Bloomberg Global Aggregate Index (a broad measure of high quality bonds around the world, hedged into sterling) returned -0.5%, UK bonds…
Two Minute Missive – 22nd 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 – Record breaking summer supports UK spending
Written by Chris Ayton Last week, global equity markets were in positive territory, with the MSCI All Country World Index (a broad measure of global stock markets) up +0.8%. Global bond markets ended…
The World In A Week – Hiking when it is hot
Written by Millan Chauhan In the United States, Friday's inflation data showed that prices in August were +3.4% higher than a year earlier, in line with expectations but ahead of the Federal…
The World In A Week – Strong headline, softer detail
Written by Ashwin Gurung Tensions between the US and Iran returned to the headlines last week as the two sides traded strikes near the Strait of Hormuz, the narrow sea route that carries around a…
The World In A Week – Warsh makes his mark
Written by Dominic Williams Most of the week's attention was on the United States. On Friday, Kevin Warsh, the new Chair of the Federal Reserve, the US central bank, used his first Jackson Hole…
Two Minute Missive – 28th 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 – Commodities, inflation and interest rates remain in the spotlight
Written by Chris Ayton Last week, global equity markets gave up some of this year’s healthy gains with the MSCI All Country World Index (a broad measure of global stock markets) down -1.4%. The…
The World In A Week – Cooling, not calm
Written by Ashwin Gurung In the US, inflation, which measures how quickly the prices of goods and services are rising, cooled for a second consecutive month in July, easing some of the pressure on…