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The World In A Week – Pricing in the power
Written by Millan Chauhan. Last week was a strong week for equities with the MSCI All Country World Index returning +1.2% in GBP terms, largely driven by a good earnings session in the US. The…
The World In A Week – Circus Act
Written by Shane Balkham. Inflation is the lion that every central banker is trying to tame and ahead of the UK’s inflation figures that will be published on Wednesday, the Bank of England readied…
The World In A Week – Facebook, faceplants
Equity markets were generally flat last week in Sterling terms, with the only real exception being MSCI Japan that sold-off -3.0% in Sterling terms, though a large portion of this was down to Yen…
The World In A Week – Shaken, Not Stirred
Bonds took centre stage last week, and it wasn’t just the premiere of ‘No Time to Die’ at the Royal Albert Hall. The interest rates on global government bonds rose on the back of increased concerns…
The classic 60/40 portfolio no longer suits retirees
Reports of the death of the 60/40 portfolio for retirees have not been exaggerated. Most top advisers have abandoned balanced portfolios containing a split of 60% equities and 40% bonds for their…
Interest rates ‘very unlikely to go up this year’
Investors say it would need a big inflation shock for the Bank of England to hit the economy with higher borrowing costs.
The World In A Week – The Dot-Plot Thickens
Last week saw the Bank of England signal their intention to raise interest rates from February 2022 with mounting concerns regarding this “transitory” inflation. Interest rates are currently at…
The World In A Week – All Over the Shop
After a sedate summer, August has proved to be a bit more of a challenge for markets as global equities (as measured by the MSCI All Country World Index in GBP) lost -0.2% last week and are now down…
The World In A Week – Wars on all Fronts
Last week was generally negative for equity markets. Most regions sold-off around -1%, with the FTSE All Share Index in the UK down -1.5% and the S&P 500 in the US down -1.6%. There were some…
