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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…
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…