Market Commentary

What’s going on right now? It’s been a tough couple of weeks for markets. In the US, President Trump’s tariff plans — 25% on imports from Canada and Mexico and…

It’s been a wild week for markets. In the US, President Trump’s tariff plans — 25% on imports from Canada and Mexico and increased duties on Chinese goods — came…

The biggest market story this week? NVIDIA’s earnings report. As the world’s second‑largest stock and widely‑followed barometer for the health of the AI industry, its results were seen as a…

UK inflation higher than expected… The main market news this week was the release of UK inflation data. Headline inflation climbed to 3% in January (up from 2.5% in December), …

As the markets continue to digest the results of earnings season, mentions of tariffs on S&P 500 company earnings calls have spiked significantly. The increased prominence stems from Trump’s continued…

The active European Exchange Traded Fund (ETF) market continued its impressive growth through 2024, and is likely to continue to grow rapidly over the coming year. With this growth, we…

In a week where UK inflation fell, US inflation picked up. Bond markets were busy digesting how this might impact interest rate cuts going into 2025, as we continue to…

UK gilt yields reach 27‑year high UK government bond yields surged this week, with the 10‑year gilt reaching its highest level since 2008 and the 30‑year gilt hitting a fresh…