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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…
Two Minute Missive – 8th 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 – Continued gains on AI optimism and rate cut expectations
Written by Dominic Williams Global equity markets moved higher last week, with the MSCI All Country World Index rising by +1.2%, supported by growing expectations that the US Federal Reserve could…
The World In A Week – Minority rules
Written by Shane Balkham Last week was littered with speeches from central bankers, which would not normally generate too much attention, however one of those central bankers was newly appointed…
Two Minute Missive – 23rd September
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 – The artificial intelligence race across the world
Written by Millan Chauhan Last week, the Federal Reserve implemented a 0.25% interest rate cut, marking its first move in nine months. This decision was a response to mounting evidence of a slowing…
The World In A Week – Opportunities in Emerging Markets
Written by Chris Ayton Despite ongoing political and geopolitical strife in Europe, the US, and elsewhere, last week was generally a positive one for both equity and bond investors as markets focused…
Two Minute Missive – 11th September
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 – All models are wrong, but some are useful
Written by Cormac Nevin Equity markets had a relatively quiet week, with the MSCI All Country World Index up +0.4%. Fixed Income markets rallied strongly, however, after Friday’s release of the US…
