Category: Investment Outlook
Up and down and on and off
7 February 2025The week began with, potentially, a very distasteful pill to swallow. On Friday evening, just before 6pm GMT and after European markets had closed, Trump announced another 10% of tariffs on China and new 25% tariffs on Mexico...
AI upset challenges market status quo
31 January 2025It has been another interesting week in markets, although for different reasons than recently. Most of the major regional stock indices have performed well, but global equities are down in aggregate. This is largely down to the...
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. ...
Equities and bonds go separate ways
3 December 2024Global financial markets appreciate the USA’s Thanksgiving holiday, which tends to be the quietest of its unique holidays. Markets can be frenetic in the lead up though, as it proved this week. ...
More and more loose ends
22 November 2024We are getting to that time of year when investment houses like us write their annual market outlooks. That is easier to do if the loose threads wrap themselves up before Christmas, but right now the opposite is happening. Uncertainty...