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With less than two weeks until the US election on 3rd November, the election remains a key event risk for markets and top of mind for investors.
In the last Weekly Market Update, it was stated that there is good reason to remain moderately optimistic on global equity markets. While this remains…
Multi-asset specialists tend not be stock pickers. However, with the five largest US technology stocks accounting for 25% of the US stock market by…
The US presidential election, to be held on 3rd November, remains top of mind for investors this week.
At the start of September, commentators were warning that the easy money had been made and markets were going to get a little choppier.
Election jitters are rising in the US with less than 50 days to go before the Presidential election on 3rd November, as the gap between Trump and…
One of the most frequent questions multi-asset investors get asked is can bonds continue to offer the diversification benefits upon which traditional…
On March 13th 2020, in the eye of the storm of the COVID-induced sell-off, Goldman Sach’s Risk Appetite Indicator was signalling a buying opportunity.…
Last week, it was noted that while the conditions were in place for a strong economic recovery and that the easy gains had been made, the economy…
Apple is now the largest company in the world by market capitalisation with a value of over two trillion dollars.
The big political news this week was the choosing by Joe Biden of his running mate Kamala Harris, the junior senator from California.
We spoke about gold coming out-of-the-closet a couple of weeks ago, when it was still just below its all-time high. So, with the S&P 500 index closing…

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