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The World In A Week – Central banks tighten… but markets get looser
February 6, 2023
Written by Cormac Nevin. Last week markets continued on their positive trajectory for the year , spurred on by a flurry of central bank interest rate decisions and press conferences from the Bank of…
Bank of England meets expectations with 0.5 percentage point hike
February 2, 2023
The Bank of England has met market expectations today (2 February) after hiking interest rates by 50 basis points to 4%.
The World In A Week – Is the rabbit out of the hat?
January 30, 2023
Written by Shane Balkham. The last full week of January was relatively quiet for markets. With the arrival of the Year of the Rabbit, many Asian markets were closed for the Chinese Lunar New Year…
The World In A Week – Are we there yet?
January 23, 2023
Written by Chris Ayton. After a robust start to the year, global equity markets paused for breath last week with the MSCI All Country World Index down -0.2% in local currency terms. Sterling’s…
The World In A Week – A sparkle of hope
January 16, 2023
Written by Ilaria Massei. Last Friday, we saw a positive UK GDP reading with the UK economy growing by 0.1% as services activity strengthened. Moreover, the Office for National Statistics data…
The World In A Week – The smell of stagflation
January 9, 2023
Written by Millan Chauhan. We saw some promising news on the inflation front as the Eurozone’s consumer prices rose by 9.2% year-on-year in December 2022 which was down from 10.1% in November. The…
The World In A Week – The Santa Claus rally gets stuck up the chimney
January 3, 2023
Written by Cormac Nevin. The last month of 2022 witnessed weak returns across asset classes, book-ending what has been one of the most challenging years for investors in decades. The MSCI All…
The World In A Week – House of Cards
December 12, 2022
Written by Millan Chauhan. Last week, we saw the release of further economic data which included US Producer Price Inflation (PPI) which surprised to the upside, coming in at 7.4% on a year-on-year…
The World In A Week – They think it’s all over
December 5, 2022
Written by Chris Ayton. Global equity markets were up in local currency terms last week; however, Sterling’s continued recovery left the GBP return for the MSCI All Country World Index up just…
The World In A Week – Giving thanks for what?
November 28, 2022
Written by Shane Balkham. American families congregated together to celebrate the harvest and give blessings for the year that is passing. Thanksgiving and its subsequent commercialisation being…
The World In A Week – Far East Market Frenzy
November 21, 2022
Written by Cormac Nevin. Global equity markets were broadly flat in local currency terms last week, however there was a significant weakening in the US Dollar vs Sterling and other currencies which…