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The World In A Week – Beneath The Surface
September 16, 2019
On the surface, last week appeared quite sedate in markets as global equities, measured by MSCI ACWI rose +0.16% in GBP terms. This was led by UK and Japanese Equities, while the US markets sold off…
The World In A Week – Back To School
September 9, 2019
While the country waved the next generation off to start a new school year, the same old issues still loitered in the global playground. The tedious game of moans between the US and China continues…
The World In A Week – Prorogue
September 2, 2019
You may think that the title of this week’s ‘World in a Week’ relates to the protagonist of a play, disappointingly this is not the case. Prorogue is the technical terminology for the discontinuation…
The World In A Week – The G7, and other Sticky Wickets
August 27, 2019
Market volatility continued for the week ending 23rd August 2019, with global equities down -1.6% in GBP terms as measured by MSCI ACWI – this was primarily driven by ongoing concerns regarding the…
The World In A Week – Rebel Without A Cause
August 19, 2019
The US and China are both playing hardball, with neither wishing to lose face, but so far, there is no winning, only losing. On a topic that we have written extensively about in the past, trade wars…
The World In A Week – Thucydides’ Trap
August 12, 2019
Last week we wrote about the deterioration in outlook and this week we write about the actual fallout. We saw safe havens rallying as fears of a recession increased markedly; gold hit a six-year…
The World in a Week – Dialling Down
August 5, 2019
The US Federal Reserve was in the limelight last week; Fed Chairman, Jerome Powell, delivered an unsurprising rate cut at his press conference, the first reduction in a decade. The 25bps clip was…
The World In A Week – The Greatest Showman?
July 29, 2019
Headlines were dominated by the Conservative Party leadership contest, which saw the expected outcome of a victory for Boris Johnson. In his inaugural speech as Prime Minister, Johnson said his…
The World in a Week – Quarterly Earnings Season For US Banks
July 22, 2019
The biggest US banks reported their second quarter earnings of 2019 last week and it was generally a robust quarter for them all, although Morgan Stanley and Goldman Sachs disappointed a bit by being…
The World In A Week – Fact & Fiction in the Far East
July 15, 2019
Markets were quite sedate last week, with global equities as measured by the MSCI ACWI Index falling -0.2% in GBP terms. UK shares were down -0.6%, while Europe Ex-UK was down -1.1% and the S&P…
Cliff Patterson Shares his Views on Beaufort Investment
July 11, 2019
Congratulations to the Beaufort Investment team who have worked really hard to win Best Discretionary Fund Manager at the Money Marketing awards 2019. This wonderful news has been shared with our…