Geopolitical Risks Versus Current Market Opportunities
30th October 2023
The markets often feel unpredictable, in the short term, for the simple reason that they are. However, if we look through the noise and past the media’s headlines,…
Geopolitical Risks Versus Current Market Opportunities
30th October 2023
The markets often feel unpredictable, in the short term, for the simple reason that they are. However, if we look through the noise and past the media’s headlines,…
Eyes Wide Open
29th October 2023
Once again equity markets were negative last week with a fall of 1.8% in local currency and sterling. Global equities are now up 4.9% for the year in…
Murky at the Top
24th October 2023
Global equities dropped last week, more than reversing their gain the previous week and ending down around 2.5% in both local currency and sterling terms. Markets are now…
October 2023 | The Elephant in the Room
18th October 2023
Once again, India and the UK have been leading the equity markets over recent weeks (fig.1), though for very different reasons. While India undoubtedly has its animal spirits…
Jobs Galore
10th October 2023
Last week ended for equity and bond markets, at the headline level at least, very much being a repeat of the previous week. Government bonds posted losses of…
Oil on the Rise
4th October 2023
Global equities edged some 0.5% lower last week, leaving them down 3.3% in local currency terms over September. In sterling terms, the decline over the month was reduced…