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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…
Two Minute Missive – 20th November
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 – US government reopens but volatility rises as tech weakens
Written by Dominic Williams Global equity markets ended the week on a subdued note, with the MSCI All Country World Index edging up +0.5%, as investors rotated out of AI-driven tech stocks,…
The World In A Week – Diversifying your basket
Written by Millan Chauhan The Bank of England’s Monetary Policy Committee voted narrowly to maintain interest rates at 4%, with five members favouring a hold and four advocating for a cut. Governor…
Two Minute Missive – 7th November
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…
