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The World In A Week – Wars on all Fronts

Last week was generally negative for equity markets. Most regions sold-off around -1%, with the FTSE All Share Index in the UK down -1.5% and the S&P 500 in the US down -1.6%.  There were some exceptions to this, with MSCI Japan +3.6% and MSCI China +1.1%.  Our overweight exposure to Japanese equities will have…

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The World In A Week – Japan fails to get its Suga rush

After hosting a successful Olympic and Paralympic games, it is now all change for Japan.  After just a year as the country’s prime minister, Yoshihide Suga will be stepping down amid continuing criticism of his handling of the COVID-19 pandemic. Ahead of the general election, to be held by the end of November, Suga announced…

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market commentary

The World In A Week – The Long and Unwinding Road

Equity markets delivered positive returns last week, with the MSCI All Country World Index delivering +1.1% in sterling terms, while the FTSE All Share Index pretty much delivered the same return.  The best performing region and country was MSCI Emerging Markets and MSCI China, which generated +3.3% and +3.8% respectively.  Returns over the last few…

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