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The World In A Week – Data is driving the decisions
Written by Millan Chauhan. Last week saw Boris Johnson win the vote of confidence from the Conservative MPs, claiming a 59% majority. Despite the majority, this was less than his predecessor…
The World In A Week – Jubilee celebrations, but will markets have anything to celebrate?
Written by Richard Warne. Economic fine-tuning is difficult. Markets continue to hope that central bankers will weave a path in terms of controlling inflation, while not having to aggressively…
The World In A Week – The Bottom of the Bear?
Written by Cormac Nevin. After quite a challenging year to date for both equity and fixed income assets, last week saw a strong risk rally. The S&P 500 Index of US Equities led the charge and…
The World In A Week – Walking the tight rope – Part II
Written by Shane Balkham Economic data was mainly centred around the UK last week, with the latest inflation, confidence, and employment data being published for April. The inflation rate for April…
The World In A Week – Walking the tight rope
Written by Shane Balkham Inflation concerns are still the hot topic for investors, politicians, and policymakers. The US published its inflation data last week for April and it was a mixture of good…
The World In A Week – Not all doom and gloom
Written by Richard Warne. It has been a gruelling start to the year for both equities and bonds, and it would be very easy to get despondent with all the negativity that persists. Topics that have…
The World In A Week – April is the Cruellest Month
Written by Cormac Nevin. April proved to be another challenging month for investors as the MSCI All Country World Index retreated -3.5% in GBP terms, which admittedly was better than the -6.5%…
The World In A Week – Return of the Mac-ron?
Written by Millan Chauhan. Last night saw the conclusion of the French Presidential election, with Emmanuel Macron delivering a convincing victory over his far-right challenger Marine Le Pen. Macron…
The World In A Week – Tournez à droite?
Written by Shane Balkham. The Federal Open Market Committee (FOMC) will meet at the beginning of May, and we are already seeing the rhetoric in order to manage market expectations. From the minutes…
