Singing from the Same Hymn Sheet
27th September 2023
Global equities reversed course last week, falling 2.6% in local currency terms to be down 4.5% on their end-July high. A further retreat in the pound against the…
IBOSS updates
Singing from the Same Hymn Sheet
27th September 2023
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September 2023 | There is no Playbook
25th September 2023
There were broad equity losses in the first three weeks of August, followed by a rebound from the lows. However, at the time of writing (21/09/23) and post…
Peak Rates
19th September 2023
Global equity markets resumed their recovery last week, gaining 0.6% and 1.3% in local currency and sterling terms respectively. The UK was one of the best performers, gaining…
Oiling The Wheels of Inflation
11th September 2023
Last week was a quiet one for markets, with both equities and bonds down slightly. Global equities are currently off some 2.5% in local currency terms from their…
Higher for Longer
4th September 2023
Global equities last week reversed part of their decline earlier in August, rising 1.5-2% but remaining a similar amount down on their end-July high. Just as the earlier…
Not Even the Mountains Live Forever
30th August 2023
In any given era of investing, intuitively, it can feel like the investing backdrop should remain, if not constant, then at least something approximating to it. History, however,…
