Global markets were shaped by the US election and Federal Reserve rate cut, fostering initial optimism but ending the week on a volatile note as inflation concerns, and mixed economic data weighed on sentiment.
11 Nov 2024
Stars, stripes & spikes
This week highlighted cautious optimism across global markets, driven by the US Presidential election, corporate earnings, economic data, and central bank policies.
8 Nov 2024
Monthly viewpoint – October 2024
“The immediate market reaction following the election result was much more muted than 8 years ago, with moves mostly continuing the pattern of recent trading but volatility subdued”
4 Nov 2024
Piled up potential
Global markets were mixed at the end of October, impacted by inflationary pressures, cautious central bank moves, and regional fiscal policies.
28 Oct 2024
Shaken, not stirred
Heightened volatility in global markets emerged as countries grappled with Inflationary pressures and shifting monetary policies, particularly in the US and UK. These challenges highlight the fragility of the ongoing economic recovery amid geopolitical tensions and domestic fiscal concerns.
21 Oct 2024
Investment trust discounts
In the week ending 18 October, emerging markets are becoming increasingly attractive to investors, reflecting a shift in global economic focus amidst persistent geopolitical challenges.
14 Oct 2024
The boring gets interesting
In the week ending 11 October global central banks took varied approaches to balance inflation and economic growth, reflecting diverse economic conditions
8 Oct 2024
Monthly Viewpoint – September 2024
It is impossible to predict the outcome of geopolitical events; they can have a material impact on markets, although rarely for very long periods. Our approach is to build broadly diversified
portfolios to protect against the risks, and ride out the volatility, while taking opportunities to add to risk assets in the event of sharp sell-off
7 Oct 2024
China’s economic stimulus – Hope on the horizon?
The week ending 4 October showed global economic conditions increasingly influenced by easing inflation and persistent growth concerns, prompting central banks to adopt more cautious or easing stances.
30 Sep 2024
Honey, I shrunk the listings
“There appears to be several reasons other than the greater availability of private capital to motivate a business
to choose to stay private.”
