Monthly Archives: October 2023

Stock markets had a poor week, with concerns about the Israel-Hamas war dominating market sentiment. This fall came in the face of some quite solid corporate earnings figures and also a very strong 3rd quarter growth number for the US economy. This week is packed with Central Bank meetings which will help give the market an […]

Last week It was a fairly dismal week for global equities last week, with a decline of -2.6% in Sterling terms. Fear of an escalation of the conflict in the Middle East, remarks perceived as “hawkish” by the Chair of the US Federal Bank and a resulting increase in US bond yields pushed broad equity indices […]

Stock markets had a good bounce last week, with Japanese shares leading the way. Investment markets took the tragic news of the war between Israel and Hamas in their stride, with safe-haven assets such as government bonds benefiting strongly. Lower bond yields, in turn, gave equity markets a boost (as it meant lower borrowing costs), […]

Stock markets were choppy last week and ended down by around 0.6%. Strength in the US labour market helped push bond yields to their highest level since the summer of 2007 which weighed on investors’ minds. Although such moves can feel unsettling, we’d highlight the observation that bond yields have been rising because of strength […]

It was a poor week for stock markets to round off the month of September. Markets were held back over concerns around a US Government shutdown. This was avoided, but not until the weekend and hence weighed on markets throughout the week. This week is pretty quiet as we ease our way into the new […]