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Asset price volatility continues to decrease, much like it has done across the quarter, so we can be reasonably sure that Q1 2024 will finish strongly positive for equity markets across the world. This week (so far) has been another reasonable one,...

The northern hemisphere has now entered the brighter half of the year, the days getting longer, lighter and warmer. Financial markets are also brightening. This week has been good across the global board for equities and bonds. The most obvious reason for...

Consolidation continued in most equity markets this week, although bond prices did actually drop somewhat. UK and European equity markets are stronger, Japan is weaker and US large caps are largely unchanged, although there is a sense of mild disappointment as investors...

This week has seen global markets showing gains again. The FTSE 100 is a little lower but the US S&P 500 hit another all-time high, driven by renewed interest in megacaps. Bond prices rose and sterling is stronger against the US Dollar....

We ended February and start March with a week of positive price action in equities, although the US mega-caps did less well generally, while bond markets were rather stable. Indeed, we think stable bond markets – pretty much since the beginning of...