Market Updates

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Market Update

UK Election: Insights and Implications for Expats

Chief Investment Strategist at Skybound Capital, Jabir Sardharwalla shares key insights on the General Election results

July 5, 2024

Market Update

Synchronised Rate-Hikers Start To Disperse

A generally bullish, risk-on week aided by talk that Europe & UK look set to lower interest rates, meanwhile the US remain somewhat undecided.

May 13, 2024

Market Update

April Worst Month For S&P500, As 2024 Races On

The final week of April resulted in the worst month for the S&P500 & US Treasuries in 6 months, as concerns mounted around inflation and geopolitics.

May 7, 2024

Market Update

Attractive Opportunities Lie In AI

The next two years, largely on the back of technology (AI, Robotics and Biotech) is going to change how companies operate. This is “dot.com part deux”.

April 29, 2024

Market Update

Economic Markets See-Saw

Following on from last Saturday’s geopolitics, it's no surprise that markets have gone through a see-saw. With safe haven assets shooting up.

April 22, 2024

Market Update

Risk Off!

There has certainly been an air of “Risk Off” this week spiked by a couple of factors with US Inflation data and Energy Prices

April 15, 2024

Market Update

Q1 2024 Review; Q2 Outlook

Global REITs and Global Agg (Bonds) declined over the Quarter. Commodities, Commodities, helped by the energy component, turned positive.

April 15, 2024

Market Update

Inflation, Global Activity And Gold!

Analysts are revising, upwards, their gold price projections, inflation and witnessing a further pickup in global activity.

April 8, 2024

Market Update

Global Interest Rate Shifts and Regional Trends

We look at the global shift in interest rates and regional trends. Negative rates end, while some go down and others remain the same.

March 25, 2024

Market Update

Data Release

Last week saw the release of the February Consumer and Producer inflation data for the US. The worry was around Producer (or input) price inflation

March 18, 2024

Market Update

Key Highlights and Flow Drivers

Jerome Powell gave his Humphrey-Hawkins testimony. The key punchline: “Rate cuts are coming, but not imminent

March 11, 2024

Market Update

Asset Classes Set All-Time Highs

February was a strong month but, most notably, some asset classes (like the Nikkei) set all-time highs from its previous record set in 1989.

March 4, 2024

Market Update

On The Cusp Of Something New

A busy week saw the disclosure of the full Fed meeting minutes, China lowering its 5-year LPR, New highs set by Japanese stocks and an AI-led tech rally

February 26, 2024

Market Update

Bond Yields Forced To Rise Higher

Strong inflation data was released which forced bond yields to rise higher (i.e. bonds fell in value) as enthusiasm of rate cuts became tempered.

February 19, 2024

Market Update

Keeping The Tussle Going Between Rate Cuts

It was another difficult week for bonds as caution was sounded by Central bankers over persistent inflation and, therefore, rate cuts.

February 12, 2024

Market Update

All Eyes On The FOMC

It was all eyes on the FOMC (Federal Open Market Committee) meeting.

February 5, 2024

Market Update

Markets Continue To Edge Up

There’s a lot of conjecture when rate cuts will start but no conviction amongst Central Bankers to start the process just yet.

January 29, 2024

Market Update

Pushing Back Against Market Expectations

Global equity funds saw big outflows of $8.68bn. This was the third, week in a row as CBs in the US and Europe pushed back against market expectations

January 22, 2024

Keep Up To Date With The Latest Market Commentary From Our Investment Committee