Weekly Market Update – The...
Despite conflict in the Middle East and risks of trade wars, yields of US Treasuries have risen while the US…
02/07/25
Currencies
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Article
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Graph
Graph of the Week –...
Although occasionally there has been speculation about the status of the US dollar as the world’s dominant currency, the reality…
22/05/25
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Article
Weekly Market Update – Summer...
The recovery from the summer sell-off in equity markets continues as recent growth data has remained positive and the US…
27/08/24
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Article
Weekly Market Update – After...
A ‘perfect storm’ of concerns over investments in artificial intelligence (AI), the US economy possibly slipping into recession, and an…
12/08/24
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Article
Weekly Market Update – From...
What began as a rotation between different sectors in US stock markets degenerated in the last week of July into…
06/08/24
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Article
Update to our asset allocation...
In our multi-asset portfolios, we made a number of shifts in recent weeks including doubling our (modest) position in US…
17/05/24