The World In A Week – Disappointments and Worldwide Shifts
Written by Ilaria Massei Equity markets were mostly down last week, with some bright spots in Continental Europe where the MSCI Europe Ex-UK equity index rose by +0.5% and in the UK where the FTSE…
The World In A Week – Record-Breaking Rotations
Written by Cormac Nevin Equity markets were broadly down across the globe last week, with the MSCI All Country World Index of global shares retreating -1.6% in GBP. While each of the major markets we…
The World In A Week – Downside Surprise
Written by Ashwin Gurung Downside Surprise in US inflation sees US small-cap stocks outshine US large-cap stocks. In June, US headline inflation, as measured by the Consumer Price Index (CPI), fell…
The World In A Week – Labour’s Landslide
Written by Dominic Williams Labour wins big, as markets remain calm, but challenges lie on the road ahead. The predictions of Labour’s landslide victory materialised in the early hours of Friday…
The World In A Week – French Uncertainty vs US Optimism
Written by Dominic Williams The snap election in France continues to cause fear in markets. The week ended with modest gains for US stocks, with small caps performing best, as evidenced by the…
The World In A Week – A broken record on market concentration
Written by Cormac Nevin While we run the risk of sounding like a broken record by highlighting the extreme concentration on display in U.S and Global Equity indices, we think that the consequences…
The World In A Week – The starting gun gets fired
Written by Chris Ayton Last week was a positive week for both bonds and equities, supported by technology-related earnings results in the US as well as the starting gun being fired on interest rate…
The World In A Week – It is never too early to remind ourselves of good practices
Written by Shane Balkham The European Central Bank (ECB) is expected to cut interest rates this week. It is worth noting that both Europe and the US have experienced similar inflation dynamics since…
The World In A Week – Is a June rate cut still on the cards for the UK?
Written by Ashwin Gurung According to official figures from the Office for National Statistics, the UK’s annual headline inflation fell to 2.3% in April, its lowest level since July 2021, down from…
The World In A Week – Promises of a good summer
Written by Shane Balkham The Bank of England announced that interest rates would be kept at the current level of 5.25%, but offered respite with assurances that rate cuts were an active part of the…
The World In A Week – Cut above the rest
Written by Millan Chauhan In the US, we saw the Federal Reserve (the Fed) keep rates within their target range of between 5.25% - 5.50%. Expectations were that the Fed would hold rates steady,…