The World In A Week – Waiting For The Turn
Although the year is still young, thus far into January markets have seen a broad continuation of the trends we observed in Q4 of 2019, and indeed for many of the last few years. US Equity outpaced…
The World In A Week – Big Headlines, Small Details
Geopolitics continued to grab headlines last week. The US-Iran conflict is currently the biggest source of instability for investors, although tensions showed signs of abating as the week progressed,…
The World In A Week – New Decade, Old Problems
We welcome not only a new year, but also a new decade. At the start of last year, we stated that in our opinion, the main risks were Trade, Brexit and Central Banks. Last year was arguably dominated…
The World In A Week – Much Of The Same
Politics, trade wars and mixed data took up headlines last week. Away from politics in the US and Europe, Hong Kong’s pro-democracy party won 85% of seats at the local elections, more than trebling…
The World In A Week – Pavlov’s Dogs
Last week gave us nothing new to ruminate on; it was a week of recycling the same political stories of trade deals, impeachments and elections. The stock markets around the world reacted favourably…
The World In A Week – Never A Dull Moment
While violent clashes and political rhetoric filled the airwaves last week, markets were considerably more sedate. The Pound Sterling rose against all major global currencies. It appears the markets…
The World In A Week – Is This The Beginning Of The End?
The election machines for the main political parties rolled into action last week, and with just 31 days until the general election, politicians are keen to get their messages across, while taking…