Calm restored for now – 30 June 2025

Equity markets saw good gains last week as worries eased of a forceful Iranian retaliation to the US strikes on its nuclear facilities. This followed Iran’s well telegraphed and limited … Read More

Tantrum time – 9 June 2025

Last week was a relatively quiet one for markets with global equities gaining 1.4% and 1.1% in local currency and sterling terms respectively. With the exception of Japan which was … Read More

TACO time – 2 June 2025

Equities gained 1.4% last week, reversing some of their decline the previous week and leaving them up 5.7% and 4.7% in local currency and sterling terms respectively over the month. … Read More

The sun is shining – 19 May 2025

Equities posted strong gains last week with global markets up around 4¼% in both local currency and sterling terms. The prime driver was last Monday’s news that the US and … Read More

Tariff relief – 12 May 2025

Last week was a quiet one for markets. Global equities and bonds both ended the week little changed although gold rose 2.4% to $3340/oz. The Fed and Bank of England … Read More

Enjoy the rally – 28 April 2025

The rebound in equity markets resumed last week, with global equities ending up 4.0% in local currency terms and 3.4% in sterling terms. However, markets remained very volatile with the … Read More