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The World In A Week – Turmoil and tumbling payrolls
Written by Dominic Williams Global equity markets gave back some recent gains, with the MSCI All Country World Index falling ‑3.1% as investors absorbed a potent combination of geopolitical shock and…
Two Minute Missive – 9th March
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 financial…
The World In A Week – Cut the SaaS
Written by Cormac Nevin While events in Iran over the weekend were troubling across a number of dimensions, the market impact this morning remains relatively muted. At the time of writing, Asian…
Two Minute Missive – 25th February
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 financial…
The World In A Week – Liberation revoked
Written by Shane Balkham Last week’s UK inflation print was encouraging. The headline Consumer Price Index, which measures inflation, fell to 3.0% year-over-year in January, down from 3.4%, helped by…
The World In A Week – Continued divergence
Written by Ilaria Massei The initial market reaction to Sanae Takaichi’s decisive election victory was positive, and optimism continued throughout the week, with the MSCI Japan rising +5.9%. Given…
Two Minute Missive – 12th February
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 financial…
The World In A Week – Clear skies ahead for Japan
Written by Shane Balkham Overnight, Japan's governing Liberal Democratic Party (LDP) has won a two-thirds majority in the lower house, the first time this has ever happened, which means the upper…
The World In A Week: Steady rates, shifting markets
Written by Dominic Williams Global equity markets finished the week on a mixed footing, with the MSCI All Country World Index falling by -0.5%, despite supportive central bank signals and resilient…
The World In A Week – The unloved find some love
Written by Chris Ayton Global equities, as measured by the MSCI All Country World Index, fell -1.4% last week but remain up +1.4% in 2026 so far. In global fixed income markets, the Bloomberg Global…
Two Minute Missive – 22nd January
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 financial…
The World In A Week – Trump tariff tensions 2.0
Written by Millan Chauhan Over the weekend, reports emerged that President Trump is prepared to introduce a new tariff regime, starting at 10% and rising to 25% in June on eight European nations…