Second thoughts -18 November 2024

Global equities retreated 1.8% last week in local currency terms, erasing half of the gains seen on the back of Trump’s victory. The performance felt by UK investors, however, has … Read More

Trump Bump –11 November 2024

Global equities had a strong week with markets up around 3.5% in both local currency and sterling terms. The US led the gains, rising 5% on the back of Trump’s … Read More

Just enough – 14th October 2024

Global equities ended last week up 0.5-1% in both local currency and sterling terms and are now some 2-2.5% above their end-July high. US and European equities performed best with … Read More

US still hiring – 7th October 2024

Global equities ended last week flat in local currency terms after a bounce in the US on Friday following the release of stronger than expected labour market data. In sterling … Read More

Pavlovian response

The unveiling of a range of stimulus measures in Beijing undoubtedly took first place as highlight of the week. The local A share market climbed by 15.7% whilst in Hong … Read More