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Two Minute Missive 20th May
Midway through Q2, markets reflect ongoing volatility driven by Trump’s trade policies and fiscal concerns. Despite a US credit downgrade, global equities remain positive - highlighting the value of…
The World In A Week – Deals in a Delicate Environment
Written by Dominic Williams Global equity markets posted gains last week, as investors digested a slew of macroeconomic data and geopolitical developments. The standout driver came from the US,…
The World In A Week – Unlocking Shareholder Value in Japan
Written by Ilaria Massei Japanese equities rose last week, with the MSCI Japan Index up +1.0% in GBP terms, supported by a corporate development that highlights how governance reforms are continuing…
The World In A Week – Warren Buffett’s lesson in the power of compounding
Written by Chris Ayton The rebound from April’s “Liberation Day” equity market sell-off continued last week with the MSCI All Country World Index up +2.9% in GBP terms. The S&P 500 Index in the…
The World In A Week – The bounce back
Written by Cormac Nevin Last week was a strong one for global equity and fixed income markets as investors continued to allocate to US tech stocks in the face of ongoing uncertainty regarding tariff…
Two Minute Missive – 24th April 2025
Trump's 90-day tariff pause is already showing cracks, with focus shifting to pressuring the Federal Reserve to cut interest rates. The S&P 500 is down, but global markets are holding up.…
The World In A Week – Diversification to the rescue
Written by Chris Ayton Last week was a mixed one for equity markets with the MSCI All Country World Index down -1.0% in GBP terms. However, with the US being the dominant component of global equity…
The World In A Week – Blink and you may miss it
Written by Millan Chauhan We saw the Trump administration issue several tariff announcements last week which included both the US and China implementing retaliatory tariffs, escalating the trade war…
The World In A Week – The market falls, but the strategy stands
Written by Ashwin Gurung Last week, US President Donald Trump unveiled a series of tariffs targeting countries around the world which would collectively take tariff rates back to levels not seen…
Two Minute Missive – 4th April 2025
President Trump is wielding his tariff sword across the globe - but what does it mean for markets and economies? While US consumers may feel the pinch, global markets tell a mixed story, making…
The World In A Week – Tariff Man redraws global capital flows
Written by Cormac Nevin Markets endured a broad-based sell-off last week, with the MSCI All Country World Index of global equities returning -1.7% in GBP terms. The sell-off was concentrated in the…
The World In A Week – No surprises
Written by Dominic Williams Overall, markets enjoyed a positive week, with the MSCI World Index gaining +0.8% in GBP terms, boosted by value stocks, which outperformed their growth counterparts over…
