Graph of the week –...
On 8 October the price of gold rose above $4,000 a troy ounce for the first time, extending a rally…
10/10/25
Front of mind
-
Graph
-
Article
Grin it and hedge it
The persistent rise in the value of risk assets leaves investors with a dilemma: on the one hand, many valuation…
08/10/25
-
Graph
Graph of the week –...
The underperformance of eurozone government bond markets, slightly negative in the third quarter compared to +1.6% for US Treasuries (in…
03/10/25
-
Article
The shutdown
Market concerns about the risk of a budget-related government shutdown in the US that punctuated the last week of September…
02/10/25
-
Graph
Graph of the Week –...
Earnings growth rates for European equities have suffered in the year to date from low oil prices and the impact…
26/09/25
-
Article
Weekly Market Update – Riding...
The swing in the US Federal Reserve’s preoccupation from tariff-induced inflation risk to labour market weakness – and the consequential…
25/09/25