The World In A Week 8 – Interminable tedium
  • Posted by: Jon Doyle
  • Category: Blog, General, Investments, News, World in a Week

The title ‘World in a Week’ is a clear reference to Brexit. Last week, Prime Minister May, on her third attempt to push through a deal, failed, again. This time, on a technicality brought by speaker of the House of Commons, John Bercow, who actioned a ruling from 1604, which prevented government from bringing back…

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The World In A Week 7 – US budget: A Curious Direction
  • Posted by: Jon Doyle
  • Category: Blog, General, Investments, News, World in a Week

Last Monday, the US government released its budget proposal for 2020, entitled ‘A budget for a better America’. It highlights the key priorities for the executive but, just like any budgetary plan, there are winners and losers and it’s clear in this case who those two groups are: Defence is the clear winner and the…

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The World In A Week 6 – Scenes reminiscent of a 2011 policy error
  • Posted by: Jon Doyle
  • Category: Blog, General, Investments, News, World in a Week

Having maintained a strong run since the start of the New Year, global markets paused for breath this week, with the MSCI All Country World Index falling back -0.56% from the perspective of a Sterling-based investor. The FTSE All Share fell -0.19%, while the USA underperformed European markets for a change -1.04% vs -0.77%, this…

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The World In A Week 5 – Groundhog day again
  • Posted by: Jon Doyle
  • Category: Blog, General, Investments, News, World in a Week

It was another week that Phil Connors would have been familiar with, the reluctant hero portrayed by Bill Murray in Groundhog Day and ironically the title of our Monday update five weeks ago. We all recognise the merry-go-round of geopolitical risks that currently dog the markets and last week we got another episode of kicking…

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