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The might of the bond markets returnsWe start the week in a quiet frame despite Friday’s resumption of a US-Canada trade war. Last week, the underlying narratives were largely unchanged: strong tech earnings and simmering energy fears. However, for the first time...

Hot weather, chilled marketsEquity markets had another decent week, led by US tech stocks and AI-related earnings. Sentiment, more than fundamentals, explains the shift from July’s volatility to August’s calm: markets have stayed liquid through the summer lull, and leveraged retail investors...

Regaining confidence after July’s drought Stocks and bond prices are heading higher as the week starts, with US employment data showing enough softness to reduce inflation pressures, diminishing the chances of rate rises. Another Iran “deal” buoyed markets last week, with Iran...

Learn to make your mind up We open this week in a positive frame following a week where multi-asset portfolios will have shown either small losses or, more likely, small gains. Diversification proved its worth as bonds, currencies and many high-profile stocks...