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The World In A Week: Steady rates, shifting markets
Written by Dominic Williams Global equity markets finished the week on a mixed footing, with the MSCI All Country World Index falling by -0.5%, despite supportive central bank signals and resilient…
The World In A Week – The unloved find some love
Written by Chris Ayton Global equities, as measured by the MSCI All Country World Index, fell -1.4% last week but remain up +1.4% in 2026 so far. In global fixed income markets, the Bloomberg Global…
Two Minute Missive – 22nd January
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 – Trump tariff tensions 2.0
Written by Millan Chauhan Over the weekend, reports emerged that President Trump is prepared to introduce a new tariff regime, starting at 10% and rising to 25% in June on eight European nations…
The World In A Week – New year, new gains despite geopolitical headlines
Written by Ashwin Gurung The first week of 2026 has already brought major geopolitical headlines, including U.S. forces capturing Venezuelan President Nicolás Maduro and his wife, Cilia Flores, on…
The World In A Week – Markets round off the year on a mixed note
Written by Ashwin Gurung Global equity markets posted modest gains during the holiday-shortened final week of 2025, with the MSCI All Country World Index rising +0.1%. In contrast, global bond…
Two Minute Missive – 19th December
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 – Global markets proved there’s life beyond the US
Written by Ilaria Massei The Federal Reserve (Fed) delivered its final interest rate cut of the year last Wednesday, lowering rates by 25 basis points to a range of 3.5%-3.75%. Fed Chair Jerome…
The World In A Week – Easterly winds
Written by Cormac Nevin In recent weeks, two major Asian economies, Japan and China, have been quietly making the economic and market weather for the rest of the world. Japan’s government bond market…
Two Minute Missive – 4th December
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 – Some clarity in uncertainty, at least in the short term
Written by Ashwin Gurung Last week, the UK Government announced the much-anticipated Budget, setting out how it plans to raise money and manage public spending over the coming years, while aiming to…
The World In A Week – Stale data is not the dish the Federal Reserve wanted served
Written by Shane Balkham The past few weeks have seen the media vultures circling over the AI-driven technology stocks, as investors took profits and global equities remained under pressure, waiting…
