Oil Moves Centre Stage

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Markets continue to be dominated by the terrible events unfolding in Ukraine. Global equities last week lost 1.5% in sterling terms with a wide dispersion in performance between markets. European … Read More

A Heartless Market

Markets were dominated last week by the full-blown Russian invasion of the Ukraine. Following initial declines of 3-4%, the major markets subsequently rebounded and regained the bulk of their losses on … Read More

Back From The Brink?

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Markets were dominated last week by the growing expectation that a Russian invasion of the Ukraine was imminent. Global equities ended the week down 1.5%, back around their late January … Read More

Conflict Beckons

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Markets remain volatile. Global equities started last week on a firm note but ended some 0.5% lower and are down 2% this morning. These declines take them back down to … Read More

A Kettle of Hawks

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Global equities had yet another volatile week but ended up 1.5% in local currency terms. The volatility had two main causes – big tech stocks and bonds. Taking tech first, … Read More

Humble, Nimble and Hawkish

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Equity markets had another volatile week, with sizeable intra-day swings particularly in the US. But unlike the previous week, when global equities fell a sizeable 4%, they ended down a … Read More

Correction Time

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Equity markets resumed their decline last week following a pause the previous week. Global equities fell a not insignificant 4% in local currency terms and 3.2% in sterling terms and … Read More

No Shelter From Inflation

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Following a burst of activity at the start of the year, markets calmed down last week. Bonds were little changed following the sharp rise in yields seen the previous week. … Read More

Time to Value

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The New Year has kicked off with a burst of market volatility centred on bonds rather than equities. 10-year government bond yields jumped 0.2-0.3% last week to 1.8% in the … Read More

Tighter Times

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Equity markets have continued their recent see-saw pattern. Global equities fell some 1.5% last week, after a gain of 3% the previous one, and are down a further 1-2% this … Read More