Last week saw the disconnect between the performance of some areas of equities and other markets widen further. Global equities ended the week broadly unchanged in both local currency and … Read More

The rapid rebound of equities from their war-related losses continued last week with global markets up 3-3.5% for the second week running. Somewhat surprisingly, global equities are actually now a … Read More

Last week started with high drama. Shortly before Trump’s deadline was set to expire on Tuesday evening – and his threat that ‘a whole civilisation will die tonight, never to … Read More

Markets last week were once again dominated by the war with Iran. The difference from recent weeks was that they cheered up, buoyed early on by suggestions from both sides … Read More