The upbeat mood of equity markets seemingly continued last week, at least as far as UK investors were concerned, with global equities up 1.5% in sterling terms. However, the picture … Read More

Global equities were in fine fettle last week, posting increases of 2.5% or so in both local currency and sterling terms. The gains were concentrated on Wednesday when markets jumped … Read More

Last week saw the disconnect between the performance of some areas of equities and other markets widen further. Global equities ended the week broadly unchanged in both local currency and … Read More

The rapid rebound of equities from their war-related losses continued last week with global markets up 3-3.5% for the second week running. Somewhat surprisingly, global equities are actually now a … Read More

Last week started with high drama. Shortly before Trump’s deadline was set to expire on Tuesday evening – and his threat that ‘a whole civilisation will die tonight, never to … Read More

Markets last week were once again dominated by the war with Iran. The difference from recent weeks was that they cheered up, buoyed early on by suggestions from both sides … Read More

Markets last week were yet again held hostage by events in the Middle East, particularly the stream of conflicting pronouncements emanating from the White House on an almost daily basis. … Read More

Once again the US/Iran war continued to dominate the front pages, and the thoughts of investors, with any hope of a quick end to the war fading as both sides … Read More

Iran remained very much centre stage last week with dramatic moves in the oil price. The price of Brent crude surged to a high of $115/bbl early in the week, … Read More

The war with Iran has led to a surge in energy prices which could represent a significant new headwind for the global economy. The size of the impact will very … Read More