Insights

As we transition from a muted August to a historically turbulent September, the markets seem to be pausing to catch their breath. August marked a momentary halt in the five-month streak of market strength, with notable dips in the SPY and QQQ indices compared to...

As we enter the typically non-volatile summer months, the markets have defied tradition with another week of dynamic movements, focusing sharply on the Jackson Hole symposium. The commentary from Federal Reserve Chair Jay Powell regarding inflation and rates remaining...

The US equity markets experienced their third consecutive week of losses, mainly attributed to the rise in the 10-year US Treasury yield. The escalation of inflation expectations over an extended period, coupled with new data releases showcasing the economy's...

Recent data has shed light on a significant trend among British investors that I believe warrants our attention. Since 2015, UK investors have injected a whopping £50 billion into global equity funds, moving away from UK-only investment funds. This shift is...

Last week saw a continued decline in equity markets driven by inflation data that strongly suggests the possibility of additional FOMC interest rate hikes. The combination of steady CPI, hotter-than-expected PPI figures and rising oil prices indicates a potential...

As we embark on a new week in the global markets, there is an air of caution. The expectation of a slow start to the week is quite evident with the lack of significant news to instigate any major movements. Insights from board members at the Bank of Japan reveal an...