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ESG in 5: 6 August 2024
– ESG Strategies Slip, Leaders Turn Laggards Amid Market Turbulence – UK Beach Plastic Bag Litter Plummets 80% After Fee Introduction – Masdar and TotalEnergies to Power Aviation with Green Methanol –...
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A Look Back At Markets in July 2024
Japan’s ‘Bear’ Hug and the Fed’s Rate Riddle Global Market Selloff and Interest Rate Dynamics Divergent Economic Performance Across Regions Sector and Regional Market Leaders and Laggards The...
View ArticleThe Market Review: 12th August 2024
Market Recap. Most equity markets finished mixed for the week, with US and UK equities broadly flat and Europe closing up 1%. The Japanese market closed down 2%, retracing the majority of the losses it...
View ArticleESG in 5: 13 August 2024
– Welsh Tech Firm Tackles Carbon Crisis with Graphene Innovation – Standard Chartered Links Cash to Green Goals with ESG Account – EQT Bets Big on Sustainability with AMCS Acquisition – Microsoft...
View ArticleThe Market Review: 19th August 2024
Market Recap. Equity markets had their best week for the year, as a slew of economic data releases removed concerns of any impending recession, with investors now expecting a moderate economic slowdown...
View ArticleESG in 5: 20 August 2024
– Revolutionizing Methane Monitoring: Tanager-1 Takes Flight – Amazon’s Green Future: World Bank’s Reforestation Bond Sets New Standards – GM Drives Toward Carbon Neutrality with Landmark Renewable...
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Chart of the Week – Since U Been Gone
Welcome to this week’s Chart of the Week. If you turned on the TV or scrolled through your social media feed on Monday, August 5th, you would have been greeted with the news that the Japanese stock...
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ESG in 5: 28th August 2024
Market recap. ESG strategies declined in-line with the broader market, with the ESG Universal strategy leading whilst the unconstrained MSCI ACWI was middle-of-the-road. (1 week performance from...
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Chart of the Week – Black Swan Event?
Welcome to this week’s Chart of the Week. I recently saw a survey highlighting that fund selectors believe the most significant market risk is a ‘black swan’ event. So, what is a black swan event? This...
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...
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...
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ESG 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...
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Chart 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 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...
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ESG 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...
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Chart 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...
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Chart 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 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...
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ESG 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: 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...
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