Earnings are Key

Equity markets recovered further last week with global equities rising 1.8% in sterling terms, helped in part by the pound falling back below $1.30. These gains leave global equities down … Read More

Turning a Bit Less Cautious

The rally in markets this year has basically been driven by three factors: the marked shift in Fed policy, the potential of a US-China trade deal and hopes that the … Read More

Market Rebound is Looking Tired

The sharp rebound in equities seen this year is beginning to look a little tired and markets were little changed last week amidst a downbeat set of forecasts from the … Read More

Looking on the Bright Side

Equity markets continued their upward march last week and global equities are now only a modest 2% or so below their highs last year. The US market has led the … Read More

Spring is in the Air

Equity markets ended March on a positive note and global equities returned a strong 12.3% in local currency terms over the first quarter as a whole. In sterling terms, the … Read More