July 2023 | Continued Turbulence
13th July 2023
Global equities have experienced a turbulent start to July, mirroring the volatility seen throughout the year. One week brings positive gains, only to be followed by broad market…
July 2023 | Continued Turbulence
13th July 2023
Global equities have experienced a turbulent start to July, mirroring the volatility seen throughout the year. One week brings positive gains, only to be followed by broad market…
Good News is Bad News
10th July 2023
Against some positive economic news markets broadly fell over the week. One of the worst performing markets was the UK with the FTSE 100 declining by 3.6%. Over…
Recession Risk Remains
4th July 2023
Global equities have continued their recent choppy performance, rising some 2% last week and reversing their drop the previous week. US equities fared best with a gain of…
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…