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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…
YOU Asset Quarterly Webinar Q3 2024
Watch the YOU Investment team give their review of investment portfolios and markets in Q3 2024.
The World In A Week – A weakening backdrop
Written by Dominic Williams In the US, markets had a positive week, with the S&P 500 index returning +1.4% in GBP terms. The latest US jobless claims data, which tracks the number of individuals…
The World In A Week – Fear of retaliation
Written by Shane Balkham Iran launched the biggest attack on Israel in over 50 years, coinciding with the eve of the Jewish New Year. This rapid escalation of geopolitical risks in the Middle East…
The World In A Week – Stimulus in China
Written by Millan Chauhan The People’s Bank of China announced a series of measures to support the economy, including cutting a key lending rate by 0.3%, the biggest reduction since 2016. The goal is…
Two Minute Missive 26 September 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…
