Global equities ended the week down a modest 0.4% in local currency terms. But they fell a somewhat larger 1.4% in sterling terms due to a rise in the pound … Read More

For the second week running, President Trump managed to trump any economic data released. Last week it was all about Venezuela, this week Greenland. Trump announced over the weekend that … Read More

Global equities have started the year full of New Year cheer, gaining 1.7% last week in local currency terms and 2.1% in sterling terms. The big news was the US … Read More

Global growth has held up better than expected in the face of Trump’s large tariff hikes and should continue to be supported this coming year by declining interest rates and … Read More