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Two Minute Missive – 4th December
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 – Some clarity in uncertainty, at least in the short term
Written by Ashwin Gurung Last week, the UK Government announced the much-anticipated Budget, setting out how it plans to raise money and manage public spending over the coming years, while aiming to…
The World In A Week – Stale data is not the dish the Federal Reserve wanted served
Written by Shane Balkham The past few weeks have seen the media vultures circling over the AI-driven technology stocks, as investors took profits and global equities remained under pressure, waiting…
Two Minute Missive – 20th November
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 – US government reopens but volatility rises as tech weakens
Written by Dominic Williams Global equity markets ended the week on a subdued note, with the MSCI All Country World Index edging up +0.5%, as investors rotated out of AI-driven tech stocks,…
The World In A Week – Diversifying your basket
Written by Millan Chauhan The Bank of England’s Monetary Policy Committee voted narrowly to maintain interest rates at 4%, with five members favouring a hold and four advocating for a cut. Governor…
Two Minute Missive – 7th November
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 – Keep your allies near and your rivals closer
[Image source: White House Gallery] Written by Ilaria Massei The event that received the most attention last week was the deal between Donald Trump, President of the United States of America, and Xi…
The World In A Week – UK equities shine and the “Takaichi-trade”
Written by Chris Ayton The MSCI All Country World Index of global equities ended the week up +2.5% and is now up +13.5% this year. In global fixed income markets, the Bloomberg Global Aggregate Index…
Two Minute Missive – 22nd 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 – There’s never just one cockroach…
Written by Cormac Nevin The title of this piece refers to an old saying in financial markets, often attributed to Warren Buffett, but employed last week by the CEO of JPMorgan Chase when discussing a…
The World In A Week – Looking beyond short-term volatility
Written by Ashwin Gurung Japanese equities gained over the week after Sanae Takaichi won the Liberal Democratic Party (LDP) leadership election, with the MSCI Japan Index up +2.8% in local currency…
