Time to value

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Equities continued their strong run last week with global markets gaining a further 0.8% to be up 10.7% since the start of the year. The US reporting season got off … Read More

Time to Spend?

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Global equities have had a strong couple of weeks, with markets gaining a further 1.8% in local currency terms and 2.8% in sterling terms over the past week. Year to-date, … Read More

Spring has Sprung

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Global equities gained around 0.5-1.0% last week and are back within spitting distance of their mid-February highs. Markets have also opened higher this morning, shrugging off the news of the … Read More

Spot the Dot

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Equity markets slipped back a little last week following their recovery over the previous two weeks. But it is government bonds, rather than equities, which remain the real focus of … Read More

Time to be Small

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Equity markets recovered some of their mojo last week. Global equities gained 2.0%-2.5% in sterling and local currency terms respectively and are now only 0.5%-1.0% below their mid-February peak. In … Read More

Boom Time

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Global equities had quite a volatile week but ended it up around 1%. This gain reversed some of their losses the previous week and leaves them down some 3% from … Read More

Storm in an Equity Teacup

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Bond markets were once again the centre of attention last week, with government bond yields continuing their upward climb. 10-year yields in the UK and US rose another 0.10%-0.15% to … Read More

Bonding with Equities

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Global equities slipped back last week, retreating 1.5% in sterling terms, and have also opened lower this morning. These declines, however, follow two weeks of strong gains and are nothing … Read More

Vaccinating against Bubbles

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Global equities posted further gains last week and are now comfortably above their highs prior to the mini-correction seen a couple of weeks ago. In local currency terms, equity markets … Read More

V is for?

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Global equities bounced strongly last week, gaining a sizeable 4.4% in local currency terms and more than reversing their losses the previous week. Equity markets ended the week at new … Read More