As we rapidly accelerate towards Christmas, it’s worth reflecting in our last weekly update of 2024, what happened to the markets this year. However, we will only give a... read more →
Besides being somewhat cathartic, when writing these commentaries, periodically I’m reminded of what a fast-paced world we live in. Yet, at the same time, it also reminds me of... read more →
Good news emanates from the Middle East this week. Although one can’t help thinking a ceasefire won’t have much longevity, let’s hope so. Oil prices fell on the news.... read more →
One of the aims of my weekly updates is to try and make sense of what’s going on around the world. We do our best to decant news in... read more →
A relatively short update today after the lengthy Budget overview and last week’s evaluation of the US election. So far, market-wise, it’s been the US versus the rest of... read more →
A Trump victory was marginally anticipated by the markets but there was a fair degree of repositioning of assets across international markets in the days leading up to the... read more →
