Subscribe to receive our weekly news directly into your email inbox
Subscribe to receive our weekly news directly into your email inbox
The World In A Week – Diversification is your friend
August 5, 2024
Written by Chris Ayton Last week was an extremely volatile one for many global equity markets. The MSCI All Country World Index fell -1.6% over the week in Sterling terms. Global fixed income markets…
The World In A Week – Disappointments and Worldwide Shifts
July 29, 2024
Written by Ilaria Massei Equity markets were mostly down last week, with some bright spots in Continental Europe where the MSCI Europe Ex-UK equity index rose by +0.5% and in the UK where the FTSE…
You Asset Quarterly Webinar Q2 2024
July 24, 2024
Watch the YOU Investment team give their review of investment portfolios and markets in Q2 2024.
FLP and YOU Asset Management Client Webinar Q2 2024
July 24, 2024
Watch the FLP and YOU Asset Management Client Webinar from Q2, 2024.
The World In A Week – Record-Breaking Rotations
July 22, 2024
Written by Cormac Nevin Equity markets were broadly down across the globe last week, with the MSCI All Country World Index of global shares retreating -1.6% in GBP. While each of the major markets we…
Two Minute Missive 16 July 2024
July 16, 2024
Watch the latest 'Two Minute Missive' from our Client Investment Director, Shane Balkham. This video contains the opinions and views of Shane Balkham. Please work with your adviser before…
The World In A Week – Downside Surprise
July 15, 2024
Written by Ashwin Gurung Downside surprise in US inflation sees US small-cap stocks outshine US large-cap stocks. In June, US headline inflation, as measured by the Consumer Price Index (CPI), fell…
The World In A Week – Labour’s Landslide
July 8, 2024
Written by Dominic Williams Labour wins big, as markets remain calm, but challenges lie on the road ahead. The predictions of Labour’s landslide victory materialised in the early hours of Friday…
The World In A Week – French Uncertainty vs US Optimism
July 1, 2024
Written by Dominic Williams The snap election in France continues to cause fear in markets. The week ended with modest gains for US stocks, with small caps performing best, as evidenced by the…
Two Minute Missive 24 June 2024
June 25, 2024
Watch the latest 'Two Minute Missive' from our Client Investment Director, Shane Balkham. This video contains the opinions and views of Shane Balkham. Please work with your adviser before…
The World In A Week – A broken record on market concentration
June 24, 2024
Written by Cormac Nevin While we run the risk of sounding like a broken record by highlighting the extreme concentration on display in U.S and Global Equity indices, we think that the consequences…
The World In A Week – Surprises on the Downside, Right Side, and Left Side
June 17, 2024
Written by Ilaria Massei Last week was generally positive for Fixed Income and Equities in the US, with the Bloomberg U.S. Treasury 20+ Years Index delivering +3.4%, while the tech-heavy NASDAQ 100…