Author Archives: Rory McPherson

Global stocks fell back a touch last week, but this didn’t take the shine off an excellent month, which saw them rise by just over 5%. The gains over the month were driven by the US and the UK market, with the UK market continuing its good form last week, benefiting from the return of […]

Global stock markets rose by just over 2% last week, with US and UK shares doing the heavy lifting. Within the US, we had the much-anticipated earnings report from Nvidia: with the company posting some very strong numbers. Alongside that there was some decent economic data out of the US and some good corporate data […]

Stock markets were muted last week after a strong recent run. Losses within Global share markets were limited to just 0.1% due to weakness in the Pound (and strength in the Dollar). The Pound fell by about 2.4% vs the US Dollar, reflecting a marginally stronger outlook for the US and a marginally weaker one […]

Stock markets cheered the result of the US election, with global stock markets having their best week in over a year! US stocks drove most of the gains, with smaller companies (especially regional banks) enjoying the best returns. Last week also saw interest rate cuts come in from the Bank of England and the US […]

Coming up Trumps! This was certainly the view from stock markets yesterday, with US markets in particular, surging on the news of a decisive victory for Donald Trump and the Republican Party. In this short note, we unpack some of the implications for markets and what this might mean for our Portfolios. First, the market […]

Global stock markets fell back by about 0.8% last week, with most of the sell-off coming at the end of the week. Whilst it was the UK budget which grabbed the headlines, its impact on the market was fairly muted. Much of the sell-off was driven by the big US tech stocks, with some of […]

It has been a strong year to date however we saw some nervousness creep into markets over the last week. Weakness was felt across both equities and bonds, with Japan worst hit, down 4%. Political uncertainty has been somewhat to blame, with a snap election called in Japan, an approaching UK Autumn Budget and US […]

Last week was another good one for stock markets, with global stocks rising by about 0.8% and the UK share market by about 1.3%. Market gains were powered by strong earnings numbers from US companies (notably the Banks and Netflix), a lower-than-expected inflation rate in the UK and another signal confirming that interest rates are […]

Global stock markets rose by about 1.5% last week and closed out on Friday at a fresh all-time high. US stocks helped push the market higher, with the main drivers being the technology sector as well as the banking sector. US banks kicked off the 3rd quarter’s earnings season last week and posted decent numbers […]