Market Commentary

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…

Last year was another excellent year for markets. Investors will have been pleased with 2024’s returns, with equity investors enjoying positive returns across all major markets, driven by the continued…

Inflation rising This week saw the release of the UK’s latest inflation figure, with the Consumer Price Index (CPI) hitting 2.6% in November. Inflation rose for the second consecutive month, …

This content is part of a sponsored partnership with Xtrackers. It is for educational purposes only and does not constitute investment advice. Capital at risk. The world population continues to…

This week we turn our attention to the United States. In a week where CPI inflation ticked up to 2.7% and president Xi received his invitation to the inauguration, we…

Martial law in South Korea Tuesday saw South Korea impose martial law, announced in the evening, but subsequently reversed just six hours later. The South Korean president, Yoon Suk Yeol, …

Welcome to the latest edition of our monthly market roundup As Donald Trump claims his victory in the US Presidential race, the US election results were the primary driver of…