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The World In A Week – When good news is bad news
Written by Millan Chauhan Last week was a tale of two halves, with the biggest story once again coming from the United States. For the first few days, American shares pushed higher, supported by…
The World In A Week – Markets gain as oil prices retreat
Written by Ashwin Gurung Market sentiment improved over most of last week following reports that the US and Iran were moving closer to agreeing on a 60-day ceasefire extension, one that would reopen…
The World In A Week – Diverging paths (some even go to Mars!)
Written by Ilaria Massei The Office for National Statistics reported that UK consumer price inflation fell to 2.8% in the year to April - down moderately from 3.3% the prior month and below economist…
Two Minute Missive – 20th May
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 – A bumpy end to a strong week
Written by Cormac Nevin US stock markets hit fresh record highs midweek before a hotter-than-expected American inflation report and higher global interest rates cooled things by Friday. Returns for…
The World In A Week – Asia’s AI frenzy
Written by Chris Ayton Last week was a positive one for global equity markets, with the MSCI All Country World Index of global equity companies up +2.4%. Despite all the political, geopolitical and…
The World In A Week – Dispersion and diversification
Written by Dominic Williams Last week saw several of the world's major central banks delivering their latest interest rate policy announcements. Yet the most striking feature was not what was…
The World In A Week – Strait on hold, Emerging Markets breathe
Written by Ilaria Massei Geopolitical turbulence has tested Emerging Markets’ resilience on both the equity and fixed income sides. Last week, the MSCI Emerging Markets Index closed up +1.4% and the…
The World In A Week – Not open all hours
Written by Shane Balkham The week ended on good news, as Iran’s foreign minister announced that the Strait of Hormuz was “completely open” to commercial shipping for the duration of the ceasefire in…
Two Minute Missive – 16th April
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 – A ceasfire cheer
Written by Ashwin Gurung On Tuesday evening, US President Donald Trump announced a two-week ceasefire with Iran, conditional on the reopening of the Strait of Hormuz, the narrow waterway through…
The World In A Week – Staying the course
Written by Milan Chauhan Global equity markets had a strong week, with most regions seeing gains. The MSCI All Country World Index rose by +3.3%, helped by solid performance in the US. The S&P…