President Trump's reconsideration of tariffs was the biggest driver of markets last week, especially in Europe and China where there has been concerns over their implications. In the UK, unexpected GDP growth for Q4 2024 was taken well by markets, and sep…

An interest rate reduction in the UK and more tariff threats from the US were the top stories of last week. China, Europe and the UK performed well however Japan and the US struggled to deliver positive returns over the week.

The main headlines from last week were centered around the US. In the US, tech stocks experienced weakness after a Chinese AI company, DeepSeek, disrupted the outlook for many AI names. Alongside this, President Trump continued his tariffs rhetoric, grabb…

January continues to look like a good month for most major stock markets, last week we saw further gains across the US, Europe, China and Japan, however the UK performed flat. Major stories from the week included President Trump’s inauguration and a…

Global stock markets had generally good returns last week: the US, China, UK & Europe seeing whilst Japan falling in value. Market sentiment was again driven by the trajectory of interest rates for developed economies. There was more positive news f…