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...

The Monthly Edit – February 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 volatile due to trade tariff risks. A key part of US president Trump’s election campaign, US trade tariff...

The Monthly Edit – January 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 gain despite tech sector turbulence. Global equities gains were driven by strong performances in non-tech...

2024 – Reasons to be cheerful

2024 – Reasons to be cheerful

The fourth quarter of 2023 saw strong performance for both equities and bonds. Despite continuing conflict in the Middle East, the oil price spike proved temporary. Falls in inflation in the US, UK and Eurozone allowed Central Banks to leave interest rates unchanged...

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