Market Commentary

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…

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…