Asking the Right Questions
Weekly Market Recap: 15th February 2015
Market Recap Global equity markets moved higher last week, despite mixed economic data, buoyed by the ceasefire announcement in the Ukraine and hope increased that a compromise will be reached in Greece.
Weekly Market Recap: February 9th 2015
Global equity markets moved higher last week despite mixed economic data and little sign that the Greek situation will be resolved in a straightforward way.
Weekly Market Recap: February 2nd 2015
Global equity markets closed in the red last week and bond yields continued to move lower as US economic data disappointed, Eurozone inflation fell further and the Greeks added to a general feeling of uncertainty on the outlook for the Eurozone.
Weekly Market Recap: January 26th 2015
Market Recap Global equity markets rallied strongly last week after Mario Draghi finally gave them what they wanted, an asset purchase plan that will encompass the purchase of sovereign government bonds.
Weekly Market Recap: January 19th 2015
Market Recap Global equity markets were mixed last week after the shock decision on Thursday by the Swiss National Bank (SNB), to abandon their currency peg with the Euro, reverberated across financial markets. The resulting currency moves seemed to dictate the performance of the…
The Year Ahead: Key Considerations
As I consider the outlook for the year ahead I am certain that once again the predominant theme is central bank policy. The investment world is a dynamic place and each week in my weekly musings I try to touch on the most relevant developments. Therefore, I have…
Market Review of 2014: a time for reflection
“Past events will always look less random than they were” Nassim Taleb Another year behind us and for the most part investors have enjoyed stellar returns, as the influence of the world’s major central banks outweighed the lower than expected global GDP growth, geopolitical…
Weekly Market Recap: December 15th 2014
Market Recap Global quity markets moved sharply lower last week, core government bonds were in demand and volatility jumped. While the slide in the price of oil continues to show little sign of letting up, adding to the unease among investors was the political…
Weekly Market Recap: Week of December 8th 2014
Market Recap Global equity markets continued to move higher last week, with many of the major equity indices closing at new record highs. The FTSE Eurofirst 300 was up 1.8% on Friday after better than expected US employment data while the German DAX index…
Market Recap Week of October 13th
The sell-off in global equity markets continued last week as market participants have woken up to the fact that the global economic recovery has lost momentum, at the same time as the US Federal Reserve is ending their bond buying program (QE3). However, the…
