market commentary

The World In A Week – Focus On Floating

Last week was ultimately centred around the US Presidential Election.  It started with an article on the lack of tax that President Donald Trump has paid and finished with the Commander-in-Chief of…

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market commentary

The World In A Week – It’s Tough At The Top

The sustained rally in global equities we have seen since the lows in March appeared to lose further steam last week. MSCI ACWI lost -1.4% in local currency terms, although this translated into a…

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market commentary

The World In A Week – No Change

It came as no surprise that the Federal Reserve left rates unchanged last week. Future rate hikes are likely to remain off the cards for the foreseeable future, at least until inflation rises above…

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market commentary

The World In A Week – Not Plain Sailing

Brexit tensions have managed to hit the headlines once again.  It was inevitable that the devil would be in the detail and a particular article within the Brexit deal could leave the UK vulnerable.…

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market commentary

The World In A Week – Big Tech Bubble

US stocks fell sharply last Thursday and Friday with the high-flying technology stocks experiencing the biggest contractions. Shares for Apple, Facebook and Amazon fell by more than 6%, Alphabet and…

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market commentary

The World In A Week – When You’re in a Jackson Hole… Stop Digging

Last week was broadly speaking a risk-on environment, as Equity market valuations pushed ever-higher in their dramatic rebound from the lows experienced in April. The MSCI All Country World Index…

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