World markets summary:
May was a month of significantly divergent returns, with the Nasdaq 100, Japanese equities and Taiwanese equities up mid-to-high single digits, whilst Hong Kong equities and the…
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World markets summary:
After a volatile first quarter of 2023, April was relatively becalmed. Stock markets in most regions advanced modestly, led by a surprisingly resilient UK market which shrugged…
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Macro
The global economy outperformed pessimistic expectations during the quarter, helped by unseasonably mild weather in the US and Europe. The unexpected and rapid rebound in Chinese activity also bolstered…
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World markets summary:
March began with the collapse of Silicon Valley Bank (and several smaller US regional banks) as fears of a wider 2008-09 banking crisis rippled through markets, eventually…
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With it now consigned to the history books as the largest US bank failure since 2008, this time last week very few outside of the technology or cryptocurrency sectors had…
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World markets summary:
Financial assets enjoyed a very strong start to the year as investors took heart from increased evidence that inflation is peaking in the West and that the…
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2018 was a challenging year for investors with volatility rising in particular in the final quarter. This was largely due to increased concerns of a global economic slowdown, unproductive trade…
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Investors who have listened to the news over the last few months might be led to believe that the turmoil in British politics means imminent disaster for the UK economy.…
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UK
The outlook for GDP growth remains muted with the economy still hamstrung by continued Brexit uncertainty. In the third quarter of 2018, business investment contracted for the third consecutive…
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Traditionally, the focus when constructing an investment portfolio has been on asset allocation and risk tolerance. However, people have often not given sufficient
consideration as to ‘why’ they are…