Following their strong run in June, global equities have paused for breath in the last couple of weeks. Hopes of monetary easing have been a major force driving markets higher … Read More

While it may have been a flat week for global equities overall last week, US equities passed a major milestone with the S&P 500 index breaking through the 3000 mark. … Read More

Equities had a good week last week. In sterling terms, they gained as much as 3.0%, helped by a fall in the pound to $1.25 as Boris Johnson continued his … Read More

After a flattish performance last week, equities have started this week on an upbeat note, buoyed by the news that Presidents Trump and Xi have agreed to restart trade talks … Read More

Equity markets had a good week, with global equities rebounding 2.5-3%. Markets are now down all of 3% in local currency terms and 1% in sterling terms from their recent … Read More

Equity markets have retreated further and are now down some 6% in local currency terms from their late April high. In sterling terms, the decline has been cushioned somewhat by … Read More

Equity markets remain hostage to developments in the ongoing US-China trade battle and fell 2% last week as tensions increased further. China retaliated against the US move the previous week … Read More

Equity markets have been knocked down by the escalation of trade tensions between the US and China with global equities now some 3-4% off their recent highs. The correction is … Read More

Equity markets recovered further last week with global equities rising 1.8% in sterling terms, helped in part by the pound falling back below $1.30. These gains leave global equities down … Read More

The rally in markets this year has basically been driven by three factors: the marked shift in Fed policy, the potential of a US-China trade deal and hopes that the … Read More