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The World In A Week – Policy Preferences
Last week saw a reversal of fortune regarding market performance as global equities shrugged off concerns with MSCI AWCI rising +4.6% in GBP terms. This was primarily driven by the Chinese and US…
The World In A Week – Love Changes Everything?
Today we could have written about the United Kingdom no longer being part of the European Union, as Friday saw us exit, but without any clarity around the trade relationship for the future. This is…
The World In A Week – The Year Of The Rat
An eventful week that saw the continued spread of the Coronavirus in China, the opening arguments of Trump’s impeachment trial and the 51st World Economic Forum in Davos. The World Health…
A Year of Firsts
Shane Balkham, Chief Investment Officer, features on the front cover of January’s printed edition of Citywire Wealth Manager. See Shane’s four-page article where he shares his view on…
The World In A Week – Waiting For The Turn
Although the year is still young, thus far into January markets have seen a broad continuation of the trends we observed in Q4 of 2019, and indeed for many of the last few years. US Equity outpaced…
The World In A Week – Big Headlines, Small Details
Geopolitics continued to grab headlines last week. The US-Iran conflict is currently the biggest source of instability for investors, although tensions showed signs of abating as the week progressed,…
The World In A Week – New Decade, Old Problems
We welcome not only a new year, but also a new decade. At the start of last year, we stated that in our opinion, the main risks were Trade, Brexit and Central Banks. Last year was arguably dominated…
