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The World In A Week – Rebel Without A Cause
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
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
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?
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
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
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…
The World In A Week – When less is more (Italy’s income tax)
Is it possible for a government to increase its total tax receipt by cutting taxes? Italy’s government believes this is the case and they risked incurring a EUR 3 billion fine from the EU last…
The World In A Week – An Outbreak of a Truce
The most notable story of the past week was arguably the breakout of a truce in the escalating trade war between the United States and China on Saturday following talks at the G20 meeting in Japan.…
Money Marketing Awards – Best DFM
I am delighted to confirm that Beaufort Investment won Best DFM at the Money Marketing Awards 2019 last night. This is an incredible achievement for us and we were up against some stiff competition!…
The World In A Week – How Low Can You Go?
The US Federal Open Market Committee (FOMC) kept interest rates on hold last week. Despite an inordinate amount of pressure from Trump to cut rates and elements of US market data signalling a need…
