Articles in the “Investment Insights” Category
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Semiconductor selloff almost as ugly as Argentina’s tackling
Much like this weekend’s World Cup finals, the most compelling action was away from the headline eve...
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Peace Out, Volatility In
Not even the soccer World Cup distractions could curb huge swings in financial markets last week. Re...
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Weak US jobs report boosts stocks
In a holiday-shortened week with US markets closed on Friday for Independence Day, risk assets ralli...
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Ships Don't Lie
Major US stock indexes finished the week mixed, as renewed weakness in large-cap technology and AI-r...
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A Hawk, a Truce, and Trouble at Home
Global financial markets were handed no shortage of drama last week yet ultimately chose optimism ov...
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Risk Off, Risk On, Kick Off & Lift Off
In a week where markets struggled to choose a single dominant theme, sticky inflation, Middle East W...
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Semi-conductors under pressure
For most of the last week it looked as if the S&P500 was on course to extend its impressive winning...
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Recognised for Best-in-Class 3-Year Performance
We're delighted to have been recognised as the top-performing portfolio in the Defaqto MPS Cautious...
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Defying Gravity
A shortened holiday week did nothing to derail the juggernaut that is America’s bellwether S&P 500 i...
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When Bonds Speak, Should Equities Listen?
Global bond markets remained centre-stage, with 30-year US Treasury yields pushing through to a 19-y...