
The big event last week was the Federal Reserve’s decision to kick off the US rate-cutting cycle with a bumper 0.5% cut, rather than the more normal 0.25%….
The big event last week was the Federal Reserve’s decision to kick off the US rate-cutting cycle with a bumper 0.5% cut, rather than the more normal 0.25%….
Complacency is Back This update covers the period up to September 13th 2024. As usual, we have taken the basic asset class chart (fig.1) back to the end…
The latest equity correction was as short-lived as the previous one in early August and rather less severe. Global equities bounced some 3% last week in both local…
Global equities fell 3.8% in both local currency and sterling terms last week, bringing back memories of the short but sharp market correction in early August. The latest…
Markets were quietish last week, leaving investors undisturbed for the most part to enjoy the last of the summer holidays. Global equities were up 0.5% in local currency…
The French writer Voltaire observed, “Uncertainty is an uncomfortable position, but certainty is an absurd one.” This quote perfectly encapsulates the emotional and behavioural challenges that investors often…