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Two Minute Missive – 16th April
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 – A ceasfire cheer
Written by Ashwin Gurung On Tuesday evening, US President Donald Trump announced a two-week ceasefire with Iran, conditional on the reopening of the Strait of Hormuz, the narrow waterway through…
The World In A Week – Staying the course
Written by Milan Chauhan Global equity markets had a strong week, with most regions seeing gains. The MSCI All Country World Index rose by +3.3%, helped by solid performance in the US. The S&P…
The World In A Week – While the headlines shout, compounding whispers
Written by Cormac Nevin If the previous week was about markets reacting to rising tensions in the Middle East, last week was about investors becoming a bit more cautious. Both shares and bonds fell…
Two Minute Missive – 26th March
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 – Central banks are banking on more data
Written by Millan Chauhan Last week, we began to see clearer signs that the war in the Middle East is influencing central banks. The conflict has pushed global energy prices higher, particularly oil…
The World In A Week – Crude awakening
Written by Chris Ayton Despite continued uncertainty driven by the challenging geopolitical backdrop, global equity markets only fell marginally over the past week with the MSCI All Country World…
The World In A Week – Turmoil and tumbling payrolls
Written by Dominic Williams Global equity markets gave back some recent gains, with the MSCI All Country World Index falling ‑3.1% as investors absorbed a potent combination of geopolitical shock and…
Two Minute Missive – 9th March
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 – Cut the SaaS
Written by Cormac Nevin While events in Iran over the weekend were troubling across a number of dimensions, the market impact this morning remains relatively muted. At the time of writing, Asian…
Two Minute Missive – 25th February
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 – Liberation revoked
Written by Shane Balkham Last week’s UK inflation print was encouraging. The headline Consumer Price Index, which measures inflation, fell to 3.0% year-over-year in January, down from 3.4%, helped by…