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Stock markets rallied some 15% this week in response to a strong $2bn US fiscal package, equivalent to some 10% of GDP, which was approved in the US…
In 2008 a financial shock became a shock to the real economy. This time, an external shock is now causing cash flow and financial problems for the…
This week has been really tough: Global equity markets have fallen c.17% this week. However, this does not include this morning’s European rally of…
As the Coronavirus continues to infect markets globally, investors around the world will naturally become more anxious with every headline they read.
In ancient Chinese philosophy, yin and yang is a concept of dualism, describing how seemingly opposite or contrary forces may actually be…
Global equity markets were up by roughly 1% on the week with technology stocks leading the way again. Year to date stocks are up roughly 3-4%. Many…
Global equity markets were up by roughly 3-4% on the week with technology stocks leading the way. Year-to-date stocks are up roughly 2-3%.
At 23:01 this evening, the UK will be outside the EU. Whilst there will not be an instant and noticeable change, monitoring developments in trade…
Markets were on the back-foot this week as attention shifted from what appears to be an industrial cycle looking to turn up, which is positive, to the…
The MSCI All Country World Index, which measures the aggregate return of all major global stock markets, is already up over one percent on the week,…
There have never been four back to back global IP cycles between global recessions before, but it does feel like this is what is going to happen.
GWM, the UK-headquartered international advisory group with over $1 billion assets under management, today announced that Roy Walker will lead their…

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