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We examine the markets daily, and our monthly update is a selection of key global stories explained through an investment lens. Market headlines Global equities notch up fresh record US dollar highs in July. The MSCI All Country World Index in US dollar terms notched...

We examine the markets daily, and our monthly update is a selection of key global stories explained through an investment lens. Market headlines Global equities in US dollar terms back to record highs in June. The MSCI All Country World Index in US dollars was back to...

We examine the markets daily, and our monthly update is a selection of key global stories explained through an investment lens. Market headlines Equity markets notch up a decent month, as the continued tariff pause spurs relief rally. May saw equity markets continue...

We examine the markets daily, and our monthly update is a selection of key global stories explained through an investment lens.Market headlinesHuge volatility hits markets in April. April saw huge volatility in global markets, as investors reeled first from fears over...

What has happened? On 2 April 2025, President Trump announced new tariffs on imports, citing a national emergency over the US trade deficit. Starting with a baseline of 10% across the board, these tariffs will climb higher by 9 April for countries with larger trade...

What has happened? As widely expected, on 2 April President Trump announced reciprocal tariffs under the International Emergency Economic Powers Act (IEEPA), as he declared a national emergency over the size of the US trade deficit. While there is some hope that Trump...