Harold Wilson’s quip sixty years ago that “a week is a long time in politics” continues to resonate – and not just in politics! In a busy week for data … Read More
Keep calm and carry on – 16 June 2025
Looking at last week’s market moves, you would be hard pressed to guess that the long feared full-scale war between Israel and Iran had broken out. Global equities were down … Read More
Tantrum time – 9 June 2025
Last week was a relatively quiet one for markets with global equities gaining 1.4% and 1.1% in local currency and sterling terms respectively. With the exception of Japan which was … Read More
TACO time – 2 June 2025
Equities gained 1.4% last week, reversing some of their decline the previous week and leaving them up 5.7% and 4.7% in local currency and sterling terms respectively over the month. … Read More
The sun is shining – 19 May 2025
Equities posted strong gains last week with global markets up around 4¼% in both local currency and sterling terms. The prime driver was last Monday’s news that the US and … Read More
Tariff relief – 12 May 2025
Last week was a quiet one for markets. Global equities and bonds both ended the week little changed although gold rose 2.4% to $3340/oz. The Fed and Bank of England … Read More
Market recovery has continued – 6 May 2025
Global equities have continued their recovery, rising a further 2.5% or so over the past week in both local currency and sterling terms. They have now recovered the losses triggered … Read More
Enjoy the rally – 28 April 2025
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