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Two Minute Missive 23 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…
The World In A Week – A tale of two Anglospheres
Markets were relatively sedate last week, with the MSCI All Country World Index of global equities up +0.2% in GBP terms, while fixed-income markets across the globe were broadly down as interest…
The World In A Week – New highs and new flows
Written by Millan Chauhan Last week we saw US stocks climb to new record highs, with the S&P 500 closing up +0.7% in GBP terms, largely driven higher by technology stocks with the…
The World In A Week – Takeovers and tariffs
Written by Ashwin Gurung Last week was a negative week for global equities, as the MSCI All Country World Index of equities fell by -0.7% in GBP terms. While the index performed well in local…
The World In A Week – All eyes on 2025
Written by Shane Balkham Inflation readings still capture the headlines, albeit with less urgency than a year ago. Inflation in the majority of developed economies is at or approaching target levels,…
Two Minute Missive 22 November
Watch the latest 'Two Minute Missive' from our Client Investment Director, Shane Balkham. This video contains the opinions and views of Shane…
The World In A Week- Markets in flux amid political shifts
Written by Dominic Williams This past week, markets have been navigating the implications of Donald Trump securing another term as US President. With President Trump beginning to shape his…
The World In A Week – Media narrative vs market reality
Written by Ashwin Gurung Following last week’s victory in the US presidential election for Donald Trump, US equities, as measured by the S&P 500, rallied +4.8% in GBP terms. The impact of this…
The World In A Week – Seeking perfection
Written by Chris Ayton Equity and fixed income markets fell over the week. The MSCI All Country World Index fell -1.0% and, in fixed income markets, the Bloomberg Global Aggregate Index was -0.5% in…
The World In A Week – “Trump Trades” and other Lazy Labels
Written by Chris Ayton Last week fixed income markets witnessed a continuation of the selloff we have seen over the course of this month, with this sell-down largely focused on high-quality…
Two Minute Missive 23 October 2024
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 adviser before undertaking…
The World In A Week – Navigating mixed signals of slowdown and acceleration
Written by Ilaria Massei In the UK, the annual inflation rate dropped to 1.7% in September 2024, with a decline in transport costs making the largest downward contribution. This provided some relief…
