Articles

The Monthly Edit – July 2025

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...

The Monthly Edit – June 2025

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...

The Monthly Edit – May 2025

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...

Steady through the storm: Trump’s Tariffs and Your Investments

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...

Liberation Day – the art of the deal?

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...

Breaking Down the Autumn Budget

Breaking Down the Autumn Budget

Chancellor Rachel Reeves has unveiled the much-anticipated Autumn Budget, outlining the government’s plans to address the nation’s financial challenges. As expected, the budget includes several significant changes. Here, we break down the key announcements and what...

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The Monthly Edit – September 2024

The Monthly Edit – September 2024

We examine the markets daily, and our monthly update is a selection of key global storiesexplained through an investment lens. Market headlines The US Federal Reserve’s (Fed’s) unexpected rate cut boosts global economic optimism, reinforcing ‘soft landing’ hopes...

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Three drivers of recent market volatility- LawlerDavis

Over the last few days, equity markets have experienced heightened volatility levels and a correction in prices, with a culmination of events coming to the fore. Recently, the economic data from the US has been mixed, which has challenged the hoped-for ‘soft landing’...

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What’s to follow on from a Labour victory?

What’s to follow on from a Labour victory?

The results are in. Following a convincing Labour win, the UK has voted for a change in government, electing Sir Keir Starmer as the new UK Prime Minister. Despite the seismic political earthquake, financial markets barely registered a tremor. Indeed, in the weeks...

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