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Trump trade still on?
24 January 2025Capital markets were a sea of green in Donald Trump’s first week back in office. Investors’ serenity stands in contrast to the rhetoric and early flurry of policy from the US president. We have said before that markets may...
Calmer markets ahead of Trump inauguration
17 January 2025With global stocks bouncing back over 2%, this week has been the best of the year! UK investors did not even have to rely on a weak pound to bolster Sterling-based returns. French stocks gained over 4%, while smaller cap stocks...
UK bond yield surge – more than meets the eye
10 January 2025Bond market woes took centre stage again this week. Much of this was driven by the strength of the US economy, as shown by today’s strong employment data and signs that US consumer services are powering ahead (although, interestingly,...
Fed spoils the Christmas party
20 December 2024Not only did the ‘Santa Rally’ not arrive this year, but global stocks had a notable sell-off on Wednesday night. This came after the US Federal Reserve (Fed) told investors not to expect many interest rate cuts in 2025, a...
Don’t fear the rebalance
17 December 2024Capital markets were choppy this week, unsurprisingly. At the end of a very strong year in stock markets, investors typically rebalance their holdings and take profits, so mild selling pressures are to be expected. This absence...
Focus turns to Europe
10 December 2024November was a month to remember in terms of news and, for the US especially, one which was positive for economic and market optimism. We cover asset class performance in our usual monthly market review in an article below. ...