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The World In A Week – Asia’s AI frenzy
Written by Chris Ayton Last week was a positive one for global equity markets, with the MSCI All Country World Index of global equity companies up +2.4%. Despite all the political, geopolitical and…
The World In A Week – Dispersion and diversification
Written by Dominic Williams Last week saw several of the world's major central banks delivering their latest interest rate policy announcements. Yet the most striking feature was not what was…
The World In A Week – Strait on hold, Emerging Markets breathe
Written by Ilaria Massei Geopolitical turbulence has tested Emerging Markets’ resilience on both the equity and fixed income sides. Last week, the MSCI Emerging Markets Index closed up +1.4% and the…
The World In A Week – Not open all hours
Written by Shane Balkham The week ended on good news, as Iran’s foreign minister announced that the Strait of Hormuz was “completely open” to commercial shipping for the duration of the ceasefire in…
Two Minute Missive – 16th April
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 – A ceasfire cheer
Written by Ashwin Gurung On Tuesday evening, US President Donald Trump announced a two-week ceasefire with Iran, conditional on the reopening of the Strait of Hormuz, the narrow waterway through…
The World In A Week – Staying the course
Written by Milan Chauhan Global equity markets had a strong week, with most regions seeing gains. The MSCI All Country World Index rose by +3.3%, helped by solid performance in the US. The S&P…
The World In A Week – While the headlines shout, compounding whispers
Written by Cormac Nevin If the previous week was about markets reacting to rising tensions in the Middle East, last week was about investors becoming a bit more cautious. Both shares and bonds fell…
Two Minute Missive – 26th March
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 – Central banks are banking on more data
Written by Millan Chauhan Last week, we began to see clearer signs that the war in the Middle East is influencing central banks. The conflict has pushed global energy prices higher, particularly oil…
The World In A Week – Crude awakening
Written by Chris Ayton Despite continued uncertainty driven by the challenging geopolitical backdrop, global equity markets only fell marginally over the past week with the MSCI All Country World…
The World In A Week – Turmoil and tumbling payrolls
Written by Dominic Williams Global equity markets gave back some recent gains, with the MSCI All Country World Index falling ‑3.1% as investors absorbed a potent combination of geopolitical shock and…