News

The World In A Week – Interim Update 11th June 2020

Two important publications have been produced since our update on Monday. Firstly, we had the OECD’s (Organisation for Economic Co-operation and Development) Economic Outlook, which was predictably gloomy. As part…

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The World In A Week – The Sky’s The Limit 8th June 2020

Risk assets enjoyed another strong week at Friday’s close, led by US equities. It is almost incomprehensible to think that the S&P 500 and the US dollar are almost back…

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The World In A Week – Interim Update 4th June 2020

They just keep on coming.  The latest in stimulus packages, at a modest €130 billion, comes courtesy of Germany.  This is for Germany rather than the Eurozone and was much…

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The World In A Week – Lockdown Wind-down 1st June 2020

The last week saw a broad risk-on sentiment emerge, with global Equities as measured by MSCI ACWI return +2.1% in GBP Terms. This was driven by Japanese and European Equities,…

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The World In A Week – Interim Update 28th May 2020

News flow is beginning to contain something other than easing of lockdowns and vaccines. Economies around the world are beginning to re-open, ahead of the schedules that were first announced…

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The World In A Week – Crunch Time 26th May 2020

Tensions are running high.  The balance between keeping economies locked down in order to protect the health services, and the desire to loosen lockdown measures in order to lessen the…

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The World In A Week – Interim Update 21st May 2020

It is happening again.  President Donald Trump has been busy with his Twitter account this week and the focus of his attention is China.  Trump’s increasingly critical comments of China…

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The World In A Week – Schools Out 18th May 2020

A recent rally in equity markets has seen the S&P 500 only down by -2.6% in 2020 in Sterling terms. However, the FTSE All-Share remains the poorest performing equity asset…

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