market commentary

The World In A Week – Jobs for All

Last week was broadly positive for markets, with the MSCI All Country World Index of global stocks rising +1.3% in GBP terms.  This was led by UK Equities, as well as Emerging Market names in the…

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market commentary

The World In A Week – Are we there yet?

The markets continued to be sensitive, with increased volatility being blamed on the stubborn concerns over COVID-19’s Delta variant and the risk that this poses to the reopening of economies.…

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market commentary

The World In A Week – Bridging the Gap

At the start of last week, we saw an initial rise in the number of coronavirus cases.  However, since then there has been a sustained drop in the level of UK cases with the latest number of positive…

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market commentary

The World In A Week – Freedom Day – the drive to move forward

The earnings season is finally upon us, and with it came a rise in volatility. The Vix Index, a measure of market volatility, crossed above 18, still relatively low levels in historic terms, but an…

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market commentary

The World In A Week – It’s the Hope (and maybe the Earnings Expectations?) that Kills You

While the European Football Champions have now been comprehensively determined, albeit not in England’s favour, we had another week of seemingly placid market returns as they remain decidedly…

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market commentary

The World In A Week – US Dependence Day

Last week the US market closed at all-time highs and this could not have come at a better time, heading into the 4th of July weekend marking the 245th Independence Day.  Last Friday saw US Payroll…

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market commentary

The World In A Week – Building Bridges

Although considerably paired down from President Biden’s initial spending plan of $2.3 trillion, a proposed infrastructure deal of $579 billion was agreed with senators.  It will focus on improving…

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market commentary

The World In A Week – It’s the Hope that Kills You!

Last week was a tough week for equity markets, the S&P 500 Index in the US fell -1.9% while the FTSE 100 in the UK fell -1.6%.  All of this stemmed from a change of tone from the Federal Reserve,…

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Beaufort Investment rebrands to YOU Asset Management Limited

‘Inspired by our clients’ PRESS RELEASE Beaufort Investment rebrands to YOU Asset Management Limited 17 June 2021 Leading discretionary fund manager Beaufort Investment has rebranded to YOU Asset…

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market commentary

The World In A Week – Inflation Narratives & Deflated Expectations

Last week was broadly positive for markets, as the MSCI All Country World Index (ACWI) of global stocks rallied +1.8% in GBP terms.  It was a mixed bag beneath the surface, with European Equities and…

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