Japan: Back at the Table
29th June 2023
Japan has repeatedly failed to deliver on promises to reform, but it is showing signs of real change for the first time in over 14 years. The market…
Japan: Back at the Table
29th June 2023
Japan has repeatedly failed to deliver on promises to reform, but it is showing signs of real change for the first time in over 14 years. The market…
Mortgage Maelstrom
26th June 2023
Global equities last week reversed most of their gains seen the previous week, falling 1.9% in local currency terms and 1.4% in sterling terms. The US held up…
June 2023 | Very Different Decisions
23rd June 2023
May into June, so far, has been a good month for equities in general, with Latin American equities leading the way at circa 9.86%. Emerging markets, Japan and…
Equities Shrug Off Rising Rates
19th June 2023
Last week was a good one for global equities. They gained 2.4% in local currency terms and a more muted 0.8% in sterling terms as the pound rallied…
A Little Early To Get The Champagne Out
12th June 2023
Global equities were broadly unchanged last week, edging up in local currency terms and falling slightly in sterling terms. Nonetheless, US equities did make some headlines as the…
Too Pessimistic on the UK Economy
6th June 2023
Global equities last week rose 1.4% in local currency terms and are now slightly above the top of the trading range seen since last summer. In sterling terms,…