Last week saw equities end the week lower for the first time in over a month. Global equities fell 2.1% in local currency terms and a rather smaller 1.2% in … Read More
A nail-biting week – 28 July 2025
A good week all round with the highlight being Sunday, not just because of the US-EU trade deal agreed then! Global equities gained 1.3% in local currency terms and 1.5% … Read More
Steady as she goes – 21 July 2025
Equity markets had another quietish but positive week, with global equities gaining 0.7% in local currency terms and 1.1% in sterling terms. Bonds were down slightly. This was the fourth … Read More
Who cares about tariffs – 14 July 2025
Markets had a quiet week. Global equities were unchanged in local currency terms and up 0.7% in sterling terms as the pound unwound some of its recent gains against the … Read More
Tears for fears – 7 July 2025
Equities posted further gains last week with global markets up 1.2% in local currency terms and 1.8% in sterling terms. While global equities are now some 2% above their February … Read More
Calm restored for now – 30 June 2025
Equity markets saw good gains last week as worries eased of a forceful Iranian retaliation to the US strikes on its nuclear facilities. This followed Iran’s well telegraphed and limited … Read More
TACO turns BIG MAC – 23 June 2025
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