Market Commentary

There are a number of factors influencing global markets — and, by extension, investor portfolios — in 2024. From valuations in the US market to interest rates and inflation, our…

The dramatic US presidential election race continues. On Sunday, Joe Biden announced he would be dropping out of the presidential race, throwing his support behind current VP Kamala Harris. Our…

Biden’s odds collapse This week has been a chaotic one for US presidential election odds. The attempted assassination of Donald Trump at the end of last week boosted his chances…

Rachel Reeves has warned that Britain’s new Labour government has inherited ‘the worst set of circumstances since the second world war’, as she instructed the Treasury to examine previous spending…

In an historic landslide victory, the Labour party have won an overwhelming majority in the UK general election. The results represent one of the largest swings in British political history, …

Which party is better for markets? This chart shows the average annualised returns for the UK market under both Conservative and Labour leadership since 1970: While the chart shows Labour…

Contents Introduction With the first six months of 2024 behind us, investors will likely be pleased with how markets have performed. All regional equity markets have generated strong positive returns, …

Welcome to the latest edition of our monthly market roundups. June brought with it positive headlines on the battle against inflation, with the Bank of England reaching its 2% target…