Global equities posted gains last week of 0.4% and 1.2% in sterling and local currency terms respectively. The US lagged with a gain of only 0.2% in sterling terms while … Read More
On the bright side – 11 August 2025
Global equities last week regained almost exactly their losses of the previous week with markets gaining 2.3% in local currency terms and 1.2% in sterling terms. Europe was the top … Read More
US payrolls disappoint – 4 August 2025
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