Heating Up

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Global equities continued to grind higher last week, ending up around 0.5-1.0%, and have also opened higher this morning. Corporate earnings remain a major factor behind these latest gains with … Read More

Show Me The Money

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Global equities posted gains last week for the third week running. They ended the week up some 1.1% and are now all but back to their high in early September. … Read More

Quality not Quantity

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Global equities continued their recovery last week, ending up 2.1% in local currency terms. Markets are now down only 1.2% from their early September high. So, why the swift rebound … Read More

Gasflation if not Stagflation

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Global equities ended last week unchanged despite a further surge in gas prices and step-up in bond yields. At their low point a week ago, markets were in spitting distance … Read More

Whiff of Stagflation

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Last week’s commentary started with the words ‘Global equities seem to have regained their poise’. Well, we spoke too soon as markets shortly resumed their decline, ending last week down … Read More

Tighter Times

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Global equities seem to have regained their poise. The demise of Evergrande, the Chinese property developer, was still unnerving markets last Monday but markets ended the week up around 0.5% … Read More

Choppier Waters

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Global equities have slipped back in the last couple of weeks and ended last week down 2.0% from their high on 6 September. UK and European equities have also opened … Read More

Time to Value

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Global equities have resumed their upward trend, more than recovering their wobble in mid-August. Markets were up 1.0% in local currency terms last week and have also opened higher this … Read More

Confusing Times

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Global equities had a wobble last week, ending down 1.4% in local currency terms. However, they finished the week on a more positive note and have also opened higher this … Read More

Back on top in June

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Global equity markets put in a robust performance last week, gaining 2.0% in local currency terms with the US leading the way. Despite June normally being the weakest month of … Read More