Deal time – 3 November 2025

Last week was action packed with trade deals, the Fed meeting and the Magnificent Seven all competing for the market’s attention. After all the excitement, global equities ended the week … Read More

Déjà Vu – 13 October 2025

Last week was very much a week of two halves. Equities remained in bullish mode until Trump came along on Friday and threatened additional 100% tariffs on China from 1 … Read More

Flying half-blind – 6 October 2025

Global equities resumed their rally last week after a brief pause. They saw gains of 1.2% and 1.6% in sterling and local currency terms respectively, taking the year-to-date returns up … Read More

Old Trumps New – 29 September 2025

Markets for the most part had a quiet week despite President Trump’s best efforts. Following their gains of late, global equities were little changed in both local currency and sterling … Read More

Check Mate – 22 September 2025

Donald Trump became the first US President to return to the UK for a second state visit. Served with all of the trimmings, there was also some politics thrown in. … Read More

Golden times – 8 September 2025

Equity markets had another quiet week, edging up 0.4% in both local currency and sterling terms. Emerging markets led the gain with a rise of 1.3% while the US rose … Read More

Kite flying – 1 September 2025

Equity markets had a quiet end to the summer holidays despite a fair few events which could potentially have created some volatility. Global equities ended last week down slightly, having … Read More