A relatively short update today after the lengthy Budget overview and last week’s evaluation of the US election. So far, market-wise, it’s been the US versus the rest of... read more →
A Trump victory was marginally anticipated by the markets but there was a fair degree of repositioning of assets across international markets in the days leading up to the... read more →
In previous updates, in the lead up to the Budget, I’ve suggested that the Chancellor’s Autumn Budget was likely to be nowhere near as bad as the headlines and... read more →
The tension and speculation is building, and in some quarters, so is the fear as we approach the UK Budget on the 30th of this month and the US election on the... read more →
There may be a hurricane in Florida but there are no storms in the US markets with the S&P 500 and the Dow Jones achieving record highs on Wednesday... read more →
Grabbing the news headlines over the last few weeks has been the escalating conflict in the Middle East - very worrying indeed. The Russian invasion of Ukraine has slipped... read more →
