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Two Minute Missive – 4th April 2025
President Trump is wielding his tariff sword across the globe - but what does it mean for markets and economies? While US consumers may feel the pinch, global markets tell a mixed story, making…
The World In A Week – Tariff Man redraws global capital flows
Written by Cormac Nevin Markets endured a broad-based sell-off last week, with the MSCI All Country World Index of global equities returning -1.7% in GBP terms. The sell-off was concentrated in the…
The World In A Week – No surprises
Written by Dominic Williams Overall, markets enjoyed a positive week, with the MSCI World Index gaining +0.8% in GBP terms, boosted by value stocks, which outperformed their growth counterparts over…
Two Minute Missive – 18th March 2025
Market volatility and trade tariffs are creating uncertainty, but history shows markets recover. While US equities decline, Europe and the UK are seeing gains. Staying invested with a diversified…
The World In A Week – Pricing in the tariffs
Written by Millan Chauhan We saw a continued sell-off in global equities last week, which was driven by weaker performance from US Equities. The MSCI ACWI index declined -1.8% in GBP terms, largely…
The World In A Week – Tariffs, reversals, and turnarounds
Written by Shane Balkham Last week, the US imposed additional tariffs that could increase the effective average tariff rate on all imports into the country. Before the Trump administration returned…
The World In A Week – A weaker outlook led to market corrections
Written by Ilaria Massei The economic landscape has become increasingly complex in recent weeks, leaving investors with the challenging task of navigating ongoing uncertainties. Equity markets ended…
Two Minute Missive – 27th February
Geopolitical shifts are intensifying - rising US-Europe tensions, a Ukraine peace deal, and realigned global alliances. Divisions deepen over security, economic interests, and shared values. Watch…
The World In A Week – Beware the perils of conventional wisdom
Written by Chris Ayton Last week was generally a weak one for equity markets with the MSCI All Country World Index down -1.2% in GBP terms. The FTSE All Share Index was down -0.7%, S&P 500 Index…
The World In A Week – “America has no permanent friends or enemies, only interests”
Written by Cormac Nevin Markets appeared relatively quiet last week, particularly from the vantage point of a GBP-based investor. The MSCI All Country World Index of global stocks rose +1.4% in local…
The World In A Week – Trump’s tariffs vs. the world
Written by Ashwin Gurung Last week, President Donald Trump imposed steep tariffs on Canada, Mexico, and China, marking the beginning of a new era of trade tensions between the US and three of its…
The World In A Week – The AI race intensifies
Written by Dominic Williams The week began with news that the Chinese startup, DeepSeek, had released its latest AI model, which performs at a level comparable to ChatGPT, a product developed by…
