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market commentary

The World In A Week – US Dependence Day

Last week the US market closed at all-time highs and this could not have come at a better time, heading into the 4th of July weekend marking the 245th Independence Day.  Last Friday saw US Payroll…

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market commentary

The World In A Week – Building Bridges

Although considerably paired down from President Biden’s initial spending plan of $2.3 trillion, a proposed infrastructure deal of $579 billion was agreed with senators.  It will focus on improving…

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market commentary

The World In A Week – It’s the Hope that Kills You!

Last week was a tough week for equity markets, the S&P 500 Index in the US fell -1.9% while the FTSE 100 in the UK fell -1.6%.  All of this stemmed from a change of tone from the Federal Reserve,…

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Beaufort Investment rebrands to YOU Asset Management Limited

‘Inspired by our clients’ PRESS RELEASE Beaufort Investment rebrands to YOU Asset Management Limited 17 June 2021 Leading discretionary fund manager Beaufort Investment has rebranded to YOU Asset…

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market commentary

The World In A Week – Inflation Narratives & Deflated Expectations

Last week was broadly positive for markets, as the MSCI All Country World Index (ACWI) of global stocks rallied +1.8% in GBP terms.  It was a mixed bag beneath the surface, with European Equities and…

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market commentary

The World In A Week – Tax becomes less taxing

The Organisation for Economic Co-operation and Development (OECD) published its latest economic outlook last week.  There were no hidden surprises in the 221 pages, whose narrative echoed that the…

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market commentary

The World In A Week – House Rules

Inflationary pressures continue to be one of the leading concerns with strong expectations that there is significant pent-up demand for goods and services as economies start to unlock from lockdowns.…

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market commentary

The World In A Week – Nul Points

Global equity markets ended the week marginally negative, but under the bonnet there was a high degree of volatility over the five trading days, with the S&P 500 in the US down over -2.5% at one…

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