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The World In A Week – A weakening backdrop
Written by Dominic Williams In the US, markets had a positive week, with the S&P 500 index returning +1.4% in GBP terms. The latest US jobless claims data, which tracks the number of individuals…
The World In A Week – Fear of retaliation
Written by Shane Balkham Iran launched the biggest attack on Israel in over 50 years, coinciding with the eve of the Jewish New Year. This rapid escalation of geopolitical risks in the Middle East…
The World In A Week – Stimulus in China
Written by Millan Chauhan The People’s Bank of China announced a series of measures to support the economy, including cutting a key lending rate by 0.3%, the biggest reduction since 2016. The goal is…
Two Minute Missive 26 September 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 – The time has come
Written by Ilaria Massei Last week, the Federal Reserve (Fed) implemented a 0.5 percentage point rate cut, effectively settling the debate over whether a 0.25 or 0.5 percentage point reduction was…
The World In A Week – Markets shrug off cold winds from the East
Written by Chris Ayton Last week was a positive one for global equities with the MSCI All Country World Index retracing most of its losses suffered earlier in the month, and ending the week up +3.3%…
The World In A Week – Sahm Rules are meant to be broken
Written by Cormac Nevin Last week was a challenging one for global equity markets. The MSCI All Country World Index fell -4.0% in GBP terms, and while all equity markets found themselves in negative…
Two Minute Missive 6 September 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 undertaking…
The World In A Week – Rate cuts: a step closer
Written by Shane Balkham In July, the Fed’s preferred measure of inflation, known as the core personal consumption expenditures (PCE) price index, which excludes volatile food and energy items, rose…
The World In A Week – A cut above the rest?
Written by Millan Chauhan Last week, Jay Powell delivered his speech at the Federal Reserve’s (the Fed) annual economic symposium in Jackson Hole, Wyoming. Chairman Powell acknowledged that the…
The World In A Week – Have we gone full circle?
Written by Shane Balkham Last week seemed to be very much the calm after a short-lived storm. Not wanting to tempt fate, the dust seems to have settled again with financial markets back to almost…
Two Minute Missive 14 August 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…
