The World In A Week – “America has no permanent friends or enemies, only interests”
Written by Cormac Nevin Markets appeared relatively quiet last week, particularly from the vantage point of a GBP-based investor. The MSCI All Country World Index of global stocks rose +1.4% in local…
The World In A Week – The AI race intensifies
Written by Dominic Williams The week began with news that the Chinese startup, DeepSeek, had released its latest AI model, which performs at a level comparable to ChatGPT, a product developed by…
The World In A Week – Trump 2.0 is off to a quick start
Written by Shane Balkham Trump’s second term as President of the United States has already proven exhausting for those trying to keep up with his rhetoric and actions. Within the first few days of…
The World In A Week – Currency diversification proves helpful
Written by Chris Ayton In a shortened week due to the New Year holidays, most global equity markets were down but, when translated into Sterling returns, were positive due to the Pound being very…
The World In A Week – New highs and new flows
Written by Millan Chauhan Last week we saw US stocks climb to new record highs, with the S&P 500 closing up +0.7% in GBP terms, largely driven higher by technology stocks with the…
The World In A Week – Takeovers and tariffs
Written by Ashwin Gurung Last week was a negative week for global equities, as the MSCI All Country World Index of equities fell by -0.7% in GBP terms. While the index performed well in local…
The World In A Week- Markets in flux amid political shifts
Written by Dominic Williams This past week, markets have been navigating the implications of Donald Trump securing another term as US President. With President Trump beginning to shape his…
The World In A Week – Media narrative vs market reality
Written by Ashwin Gurung Following last week’s victory in the US presidential election for Donald Trump, US equities, as measured by the S&P 500, rallied +4.8% in GBP terms. The impact of this…
The World In A Week – Seeking perfection
Written by Chris Ayton Equity and fixed income markets fell over the week. The MSCI All Country World Index fell -1.0% and, in fixed income markets, the Bloomberg Global Aggregate Index was -0.5% in…
The World In A Week – “Trump Trades” and other Lazy Labels
Written by Chris Ayton Last week fixed income markets witnessed a continuation of the selloff we have seen over the course of this month, with this sell-down largely focused on high-quality…