The rebound in equity markets resumed last week, with global equities ending up 4.0% in local currency terms and 3.4% in sterling terms. However, markets remained very volatile with the … Read More
Rollercoaster times – 14 April 2025
What a week! Market volatility – with US equities surging as much as 9.5% last Wednesday – makes rather a mockery of trotting out the usual weekly performance numbers. But … Read More
Hold your nerve – 7 April 2025
Liberation day, far from heralding a new era of US prosperity, has provoked market panic. Global equities lost around 8% in both local currency and sterling terms last week, leaving … Read More
Necessity is the mother of Invention – An Update on Trump’s Tariffs
Necessity is the mother of Invention So, there we have it—’Liberation Day,’ as President Trump styled it. His speech in the Rose Garden was designed to play the strong man … Read More