Insights

Markets don’t often make history in September, but last week was an exception. All four of the major US benchmarks, the S&P 500, Nasdaq 100, Dow and Russell 2000 ...

Market Overview It was one of those weeks where the numbers and the markets seemed to be reading from entirely different scripts. The data darkened as weekly jobless ...

Market overview As we near the end of the second quarter, US Equities surged to fresh all-time highs, defying the usual post-conflict caution and brushing aside ...

Is it a victory if you are fighting yourself? Despite lingering geopolitical uncertainty, global equities rallied sharply during the week on the back of a tentative ...

Recession? I recently heard a pundit describe the scope of the US economy and markets on the world stage as being reduced to ‘exceptional’ rather than ...

Markets staged a solid rebound this week, but beneath the surface, the big question remains: Is this the start of a lasting recovery, or just a pause before the next ...

Market Overview Markets caught their breath last week, helped along by a softer tone from Washington. Equities bounced back firmly, bond yields slipped, and even the ...

It has been a little over two weeks since the announcement of tariffs – dubbed Liberation Day by the White House – and global equity markets, while off their lows, ...

In my entire investment career, I cannot remember a week quite like the one just passed. The speed with which investor sentiment swung from abject fear to sudden ...

Market Overview There is a danger when you have to write a weekly overview of market matters that you can get myopically focussed on day-to-day market movements. ...

Market Overview It was a rollercoaster week for global markets as investors, market commentators, institutional money managers, governments, and everyone involved in ...

I can’t quite remember a week with so much news flow; thankfully, China was shut for its New Year holiday, so that part of the world wasn’t adding to the ...