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The World In A Week – Opportunities in Emerging Markets
Written by Chris Ayton Despite ongoing political and geopolitical strife in Europe, the US, and elsewhere, last week was generally a positive one for both equity and bond investors as markets focused…
Two Minute Missive – 11th September
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: All models are wrong, but some are useful
Written by Cormac Nevin Equity markets had a relatively quiet week, with the MSCI All Country World Index up +0.4%. Fixed Income markets rallied strongly, however, after Friday’s release of the US…
The World In A Week – When politics interferes with markets
Written by Ilaria Massei Last week, headlines were dominated by political turmoil across key regions, and global bond markets outperformed global equity markets with the Bloomberg Global Aggregate…
Two Minute Missive – 29th August
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 small caps shine on hopes of lower rates
Written by Ashwin Gurung The US market rallied on Friday, helping the week close slightly higher after a shaky start, following the US Federal Reserve Chair Jerome Powell’s comments that rate cuts…
The World In A Week – Growth surprises and governance shifts
Written by Dominic Williams Global equity markets posted modest gains last week, with the MSCI All Country World Index rising by +0.4%, despite a backdrop of mixed economic data and ongoing…
Two Minute Missive – 12th August
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…
The World In A Week – Chipping away at technology companies’ profits
Written by Shane Balkham We had a third rate cut of the year from the Bank of England last week, bringing bank base rates down to 4%, the lowest since February 2023. It did take two rounds of votes…
The World In A Week – What can you buy for $4 trillion these days?
Written by Chris Ayton A challenging end to the week led equities into the red as investors reacted to a very weak US employment report, a decline in business sentiment in the US and a new set of…
The World In A Week – Successful tariff negotiations propel markets higher
Written by Millan Chauhan Last week, global equity markets rose by +1.5% after the US reached tariff agreements with Japan and the EU. The US set a 15% tariff on most Japanese exports, lower than the…
The World In A Week – Equities keep rising
Written by Ilaria Massei Global equity markets rose last week with the MSCI All-Country World Index up +1.1% while global fixed income markets as measured by the Bloomberg Global Aggregate (Hedged to…
