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July Market Commentary

This time last month David Cameron was firmly in place as UK Prime Minister, facing the equally secure Jeremy Corbyn across the despatch box. Both of them were backing Remain in the forthcoming EU Referendum and – despite the occasional flurry of support for Leave – the UK looked set to stay a member of […]

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June Market Commentary

May was the month when you could be forgiven that there was only one event in the world that mattered: the continuing debate on the UK’s membership of the EU. But while the claims and counter-claims of Messrs Cameron, Osborne, Johnson and Gove filled the airwaves and dominated the headlines, for the rest of the […]

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May Market Commentary

April was the month for stats fanatics… We monitor a dozen world stock markets for this commentary: remarkably, seven of them rose by 1% during April. Brazil and Russia managed rather more noteworthy increases: the Chinese market shuffled off in the opposite direction. But April was a month when events away from the world’s stock […]

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April Monthly Commentary

Introduction Another month, another dire warning from the economic great and good. In March it was the International Monetary Fund’s turn to warn that the world faces ‘economic derailment.’ As always, the blame was laid firmly at the door of the Chinese economic slowdown, with IMF second-in-command, David Lipton, warning that steps needed taking to […]

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