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,…
The World In A Week – Hold on Till May
Written by Ilaria Massei The past week was relatively light in terms of data released. Equities returned to positive territory, with the MSCI All Country World Index of global shares gaining +2.4% in…
The World In A Week – Hunting for safe havens
Written by Chris Ayton Last week was a negative week for both bonds and equities, as geopolitical worries dominated the headlines. There were few hiding places for investors, although lower valuation…
The World In A Week – Contrasting Rate Outlooks On Both Ends of the Pond
Written by Dominic Williams The most recent US inflation data, released on Wednesday, exceeded forecasts for the second consecutive month. The annual inflation rate reached 3.5 per cent, surpassing…