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Stick to the Plan Brighter days for markets; returns were strong across the board last week, thanks to central bank messaging. The Bank of England (BoE) “has done its job” according to Governor Bailey, and “we are not seeing a lot of...

Overview: Rates up, down, and going sideways Bond prices slid last week while consolidation continued in the global equity markets. Notably, Japan was weaker and US large caps largely unchanged. There was a sense of disappointment, that left investors wondering if optimism...

Overview: At least currency markets noticed the budget Markets gained again last week, with the S&P 500 hitting another all-time high. But thanks to sterling gaining 1.5% against the US dollar, our table shows negative index returns. Sterling strength may be partly...

Overview: Winners and losers of stabilising yieldsLast week was one of positive price action in equities, although the US mega-caps did less well, while bond markets were rather stable. Indeed, stable bond markets are one of the reasons why equity markets can...