Back to Reality

Equities were down yet again last week despite a bounce on Friday and posted their sixth consecutive weekly drop. Global markets fell 1.8% in local currency terms although UK investors … Read More

Murky Times

Last week was really a story of more of the same as far as markets were concerned. Volatility remained heightened with US equities jumping a hefty 3% on Wednesday, only … Read More

Stagflation Beckons

Equity markets have been volatile over the last week but overall lost further ground. Global equities fell 1.9% in local currency terms and are now down 10.5% year-to-date and only … Read More

Testing Times

Equity markets ended last week on a distinctly sour note with the US down 2.7% on Friday. Markets have also opened lower today with Chinese equities faring worst, hit by … Read More

Choppy Waters

Equity markets unwound over the past week a further bit of their rebound from their low on 8 March. Global equities lost 1.5% and are now down some 4.5% from … Read More

Earnings Bonds Face-Off

Equity markets edged lower last week, with global equities down around 1%. Following their V-shaped recovery from their low on 8 March, which saw markets bounce 10% in the space … Read More

Inverted Logic

Equity markets have continued to edge higher, with global equities up 0.5% in local currency terms last week. They are now up a sizeable 9% from their low in early … Read More

Equities Ignore Bonds

Bonds rather than equities were the centre of attention last week. 10-year US Treasury yields jumped 0.35% to 2.50%, while 10-year UK gilt yields increased 0.20% to 1.67%. Yields have … Read More

A Leap of Faith

Equities staged a strong bounce last week with global markets posting a gain of 5.6% in local currency terms. Strikingly, they are now up some 3% since Russia invaded Ukraine … Read More

Oil Moves Centre Stage

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Markets continue to be dominated by the terrible events unfolding in Ukraine. Global equities last week lost 1.5% in sterling terms with a wide dispersion in performance between markets. European … Read More