Insights

21 August 2024
Recovery Continues
Market Review: It was another excellent week for risk assets, as every equity market we report on enjoyed positive returns led by Japan and the US. The 2024 August ...
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14 August 2024
Calm after the Storm
Market Review: After the initial rout at the beginning of last week, a degree of calm returned to financial markets by the end. Japan, which had fallen 12% overnight ...
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5 August 2024
concerns on growth
Rate Cut Odds Spike as fears of a Fed policy misstep align perfectly with concerns on growth. So – you’ve been left with me for this week. At least it was a ...
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29 July 2024
US growth picks back up
Market Review: It was another volatile week for the equity markets despite some encouraging economic data out of the US and UK. The rotation trade out of the US mega ...
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15 July 2024
Inflation dips; Rally broadens; Third Plenum starts    
Market Review: The observant among you may notice the list of indices covered by our graphic has crept up over the last couple of weeks. Now, including the FTSE 250 ...
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9 July 2024
Starmergeddon; Q2 Starts Positively    
Market Review: The second quarter has started well for bonds and equities as investors regained the bullish disposition that has been in place for most of the year. ...
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1 July 2024
Quarter 2 ends with a whimper    
Market Review: Until the sell-off in the last few hours of trading in the US, it looked as if the S&P 500 would finish the quarter at an all-time high, above ...
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