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Two Minute Missive 16 July 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…
The World In A Week – Downside Surprise
Written by Ashwin Gurung Downside surprise in US inflation sees US small-cap stocks outshine US large-cap stocks. In June, US headline inflation, as measured by the Consumer Price Index (CPI), fell…
The World In A Week – Labour’s Landslide
Written by Dominic Williams Labour wins big, as markets remain calm, but challenges lie on the road ahead. The predictions of Labour’s landslide victory materialised in the early hours of Friday…
The World In A Week – French Uncertainty vs US Optimism
Written by Dominic Williams The snap election in France continues to cause fear in markets. The week ended with modest gains for US stocks, with small caps performing best, as evidenced by the…
Two Minute Missive 24 June 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…
The World In A Week – A broken record on market concentration
Written by Cormac Nevin While we run the risk of sounding like a broken record by highlighting the extreme concentration on display in U.S and Global Equity indices, we think that the consequences…
The World In A Week – Surprises on the Downside, Right Side, and Left Side
Written by Ilaria Massei Last week was generally positive for Fixed Income and Equities in the US, with the Bloomberg U.S. Treasury 20+ Years Index delivering +3.4%, while the tech-heavy NASDAQ 100…
Two Minute Missive 12 June 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…
The World In A Week – The starting gun gets fired
Written by Chris Ayton Last week was a positive week for both bonds and equities, supported by technology-related earnings results in the US as well as the starting gun being fired on interest rate…
The World In A Week – It is never too early to remind ourselves of good practices
Written by Shane Balkham The European Central Bank (ECB) is expected to cut interest rates this week. It is worth noting that both Europe and the US have experienced similar inflation dynamics since…
The World In A Week – Is a June rate cut still on the cards for the UK?
Written by Ashwin Gurung According to official figures from the Office for National Statistics, the UK’s annual headline inflation fell to 2.3% in April, its lowest level since July 2021, down from…
