Rory McPherson reviews the key talking points from an eventful quarter in global markets, which impacted investments. For more insights from Rory, please view our Insights section.
Author Archives: Magnus
30
Sep
Sep
Global stock markets rose by about 1%, with Chinese equities driving returns. China has very much been a sleeping giant for much of this year, and last week saw the Chinese authorities unleash the biggest amount of stimulus since the pandemic. This saw Chinese stocks rise by almost 17% on the week, with emerging market […]
23
Sep
Sep
Stock markets sold off a touch last week, with a strong Pound taking the fizz out of overseas’ gains. The focus last week was on Central Banks and interest rates, with the US Federal Reserve cutting rates by 0.5%, whilst the Bank of England held steady. This week is quieter, although there is a smattering […]
In this update, our Chief Investment Officer, Rory McPherson, breaks down the latest corporate earnings and what they mean for your investments. Whether you’re a seasoned investor or just keeping an eye on the market, this video is packed with valuable takeaways you won’t want to miss.
16
Sep
Sep
Stock markets rallied hard last week, with the US (and in particular technology stocks) leading the way. This week the focus will be on the US Federal Reserve meeting, which concludes on Wednesday night. We are expecting to see an interest rate cut from the Fed, but the key focus for markets will be on […]
09
Sep
Sep
September began much like August did, with global stock markets selling off on concerns about the strength of the US economy and with profit taking in the big technology stocks. We’ve gone into a bit more detail than usual on these themes this week (given the scale of the moves) and would expect them to […]
02
Sep
Sep
GGlobal stock markets rose last week, which helped them to record gains of c0.5% for the month of August. This is quite an impressive result given that August started off with a bang: Japanese stocks suffered their biggest 3 day fall since records began and the VIX index (commonly referred to as the “fear gauge”) […]
19
Aug
Aug
Global stock markets found momentum last week and extended gains, most notably in Japan. Encouraging data out of the US, including further Q2 earnings releases, helped soothe fears of a US recession, while data out of the UK showed that the economy grew well in Q2. As we turn our attention to the week ahead, […]
12
Aug
Aug
Global stock markets rose modestly last week despite a vicious sell-off to get the week started. Better data out of the US combined with soothing words from the Bank of Japan helped rescue the sell-off, with Thursday seeing the best day for US stocks since November 2022. Although markets are calmer, we expect choppiness to […]
22
Jul
Jul
Global stock lost ground last week, with the US market losing ground and posting its worst week since April. On the face of it, last week was a soggy week for stocks after a strong recent run which has seen them rise by c9% since mid-April. However, beneath the surface there was a big rotation, […]