Equity markets have started the year in bullish mode with global equities rising a strong 2.7% in local currency terms last week. These latest gains were very much driven by … Read More

Equity markets ended last year on a bullish note and this optimism has carried through to the start of the new year. Global equities gained 1.3% in local currency terms … Read More

I have spent much of this year in this commentary discussing ad nauseam two topics – Covid and Brexit – and unfortunately we need to end the year focusing on … Read More

Global equities did their best last week to ignore the trials and tribulations of the Brexit negotiations, ending the week down a modest 0.5%. It was rather harder for UK … Read More

The upward march of equity markets continued last week with global equities gaining another 1.2% in local currency terms. However, there was considerable divergence between markets. The UK resumed its … Read More

Global equities resumed their rally last week, gaining 2% or so in local currency terms. This brings the increase so far in November to as much as 12% and leaves … Read More

The equity market rally paused last week with global equities little changed in local currency terms. Even so, this still leaves markets up a hefty 10% so far this month … Read More

The rally in equities continued last week with global equities gaining 2.5% and breaking through their all-time highs earlier in the year. Equities are up a further 1.5-2.0% today. The … Read More

Global equities bounced close to 7% last week, more than reversing their 5% decline the previous week. They opened up another 1.5% this morning and were testing their all-time highs … Read More