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Overview: Positive growth sentiment returnsAfter January’s bumpy start, and the volatile two weeks that followed, it looks like investors are finding their feet again. Almost entirely across the board, regional equity markets are up another healthy amount, with even China managing another...

Overview: ‘Lower, slower’ replaces ‘Higher for longer’Positive sentiment, driven by expectations of an imminent and significant onset of rate cuts, began to wane last week, and global capital markets resumed their volatile path of last year. The combination of a distinct slowing...

Overview: a bumpy upwards path aheadThe equity market’s New Year malaise lasted no longer than usual. Last week, European equities recovered the previous week’s losses while US indices moved ahead smartly. However, softness in global banks hit the FTSE 100, as did...

Overview: After the party, the hangover After the Christmas party, January perhaps started with a bit of a hangover. After an exceptional last two months of 2023, both equity and bond prices fell back last week as trading volumes normalised. UK and...