ESG in 5: 5th November 2024
– ACWI Index Leads as Markets Drop Ahead of U.S. Election – Rio Tinto Switches U.S. Copper Mine to Renewable Diesel, Cuts Emissions – Microsoft Replaces Steel with Wood in Datacentres to Slash Carbon...
View ArticleThe Market Review: 4th November 2024
Industrials Stand Strong Amid Pre-Election Pause UK Budget Unveils NIC Hikes & Big Spending Plans Euro Inflation Jumps, Fed Signals Price Relief Oil Soars as OPEC+ Holds Off on Production Market...
View ArticleChart of the Week – Electioneering
Welcome to this week’s Chart of the Week. In the UK, we’ll have the traditional Bonfire Night fireworks tomorrow. Meanwhile, on the other side of the pond, US voters are going to the polls after an...
View ArticleESG in 5: 30th October 2024
– ESG Leads Amid Market Decline: Smallest Loss at -0.73% – Microsoft & Ebb Carbon Unite for Oceanic Carbon Capture – Morgan Stanley Invests in Carbon Removal with Climeworks – DHL Expands SAF...
View ArticleThe Market Review: 29th October 2024
Markets Mixed as Earnings Begin Eurozone GDP Exceeds Forecast Oil and Gold Spike on Tensions Growth and Inflation Data Awaited Market Recap. The Nasdaq 100 ETF (+1.42%) and S&P 500 ETF (+0.33%)...
View ArticleChart of the Week – Take It To The Limit
Welcome to this week’s Chart of the Week. Few economists are as synonymous with tax policy as Arthur Laffer, the man behind the famous ‘Laffer Curve’, which is reproduced below. The curve, reportedly...
View ArticleA Look Back At Markets in September 2024
Central Banks Slash Rates as Global Inflation Cools US cuts interest rate for first time since March 2020 China stimulus boosts Asian markets UK Inflation Falls to Lowest Level Since April 2021...
View ArticleESG in 5: 17th October 2024
– Rio Tinto Buys Arcadium Lithium for $6.7B – Google Signs First Nuclear Energy Deal – Greece Targets 82% Renewables by 2030 – Canada to Mandate Climate Reporting for Firms Market Recap ESG...
View ArticleChart of the Week – Chinatown
Welcome to this week’s Chart of the Week. Chinese equities surged after the country’s central bank fired its ‘monetary bazooka’ of economic stimulus measures last month. The MSCI China Index was up...
View ArticleThe Market Review: 16th October 2024
Nasdaq Leads, FTSE Lags Google Breakup on the Table UK Inflation Eases Sharply ECB Rate Cut Looms Market Recap The Nasdaq 100 ETF (+1.45%) led markets for the week, followed closely by the Dow Jones...
View ArticleESG in 5: 9th October 2024
– Asda: Go Green, Save Green – Google’s Solar Surge – UK: Carbon, Consider Yourself Captured – 3M’s GHG Goals: Cutting Carbon, Not Corners! Market Recap In a rare sight, the unconstrained/non-ESG...
View ArticleThe Market Review: 6th October 2024
Market Recap. Global markets were broadly lower last week, with the notable exception of China, which saw strong gains, as optimism around Beijing’s comprehensive support measures outweighed...
View ArticleChart of the Week – Move On Up
Welcome to this week’s Chart of the Week. A client asked about the likely impact on markets of the escalating conflict in the Middle East. Markets have a way of putting price tags on geopolitics....
View ArticleChart of the Week – Money, Money, Money
Welcome to this week’s Chart of the Week. When uncertainty reigns in markets, cash feels safe. It sits in your account, untouched by volatility, seemingly secure from the stock market’s unpredictable...
View ArticleESG in 5: 1st October 2024
– Billie’s Green Beats: Rocking the World, One Eco-Meal at a Time – Fueling Up! Air France Takes Off with Green Energy – EBuilding a Greener Future, Brick by Brick: LEGO’s Quest for Sustainable...
View ArticleThe Market Review: 30th September 2024
Industrials Make a Comeback: Dow and FTSE Lead the Charge China’s Bond Bonanza Hurricane Helene Blows Gas Prices Higher Japan’s Bold Move: The Sazanami Strait Showdown Market Recap. As US markets...
View ArticleChart of the Week – Little by Little
Welcome to this week’s Chart of the Week. A client asked how markets perform when interest rates are cut. Expectations have been building of a rate cut by the US Federal Reserve, particularly following...
View ArticleESG in 5: 3rd September 2024
– Nestlé Wraps Up Sustainability with Paper Packaging – TotalEnergies Powers Up India’s Green Future with $444 Million Solar Deal – Microsoft Goes Solar in Singapore with EDP Renewables’ Biggest...
View ArticleThe Market Review: 3rd September 2024
Industrials Lead as Markets Consolidate Pound Poised for Strong Performance in Global Currency Markets Inflation Cooling Paves Way for Rate Cuts in US and Europe Volvo’s Electric Trucks Set to...
View ArticleThe Market Review: 29th August 2024
Market Recap. After recent gains, markets paused with the FTSE 100 ETF (-0.29%) holding up best, followed by the S&P 500 ETF (-0.67%) as US central bankers continued to assure markets of their...
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