Equity markets rebounded strongly last week, with global equities up 3.8% in local currency terms and 2.8% in sterling terms, as US recession worries faded and belief in a soft-landing … Read More

Last week started with a bang but ended with a whimper. Japanese equities on Monday fell as much as 12%, their largest one-day decline since 1987, and global equities ended … Read More

Apologies in the height of summer for a somewhat longer than normal commentary but there is rather a lot going on, which merits a more detailed look than normal. The … Read More

Equity markets retreated a little further last week, with the US falling a sizeable 2.3% on Wednesday before recovering some of these losses on Friday. Global equities ended the week … Read More

Equity markets retreated last week, following their strong run of late, with global equities down 2.0% in local currency terms and 1.5% in sterling terms. Bonds, by contrast, were little … Read More

Global equities saw further gains last week, rising 1.1% in local currency terms. However, a strengthening in the pound against a weaker dollar to just under $1.30, the highest level … Read More

Politics were very much centre stage last week. But as is usually the case for markets at least, the economics turned out to be more important. Even so, it would … Read More

The unveiling of a range of stimulus measures in Beijing undoubtedly took first place as highlight of the week. The local A share market climbed by 15.7% whilst in Hong … Read More

If you listened to nothing but the rhetoric, you would think economic policy will be very different going forward under a Labour or Conservative government. In fact, it very likely … Read More

Some weeks just lend themselves to the easiest titles… With the start of the ‘Euros’ good luck to your team, or for your sanity if you aren’t a football fan. … Read More