Equities pause for breath

Equity markets ended last week little changed. Investor focus remained firmly on the steady, but often conflicting, stream of sound-bites regarding the state of US-China trade negotiations. While progress remains … Read More

Adding to equities

The ‘risk-on’ move in markets continued last week with global equities rising a further 1% or so in local currency terms, led by Emerging Markets and Asia. Government bond yields … Read More

Global equities break higher

Following a couple of failed attempts in July and September, global equities finally last week broke clear of their January 2018 high. Importantly however, at least for UK investors, the … Read More

Global economy on the turn?

Global equities rose 1.3% in local currency terms last week, the third consecutive weekly gain, and are back testing their 2018/19 highs. Markets failed to break through these levels in … Read More

Growth worries undermine equities

The downward pressure on equities continued last week although a bounce on Friday reduced the damage. Global equities are now down some 2.5-3% from the high touched in July and … Read More