Global Market Overview – October 2025 How do you celebrate your company reaching a $5 trillion valuation? Well, as a friend of mine informed me over the weekend (with pictures for proof), if you’re NVIDIA CEO Jensen Huang, you go out for an afternoon pint in a hipster pub in Shoreditch, London! NVIDIA would now rank 6th on a list of global stock exchanges ; bigger than every national market except the US, China, Japan, India and Hong Kong. Part of the explanation was found in

Global Market Overview – September 2025 A funny thing I’ve noticed is that, come the autumn, if stock markets are up, you know, a decent amount, people start to get a bit twitchy. They start casting around for things to worry about – signs that something’s about to go wrong in the economy, or the bond market, or the Middle East (usually an easy target). Perhaps it’s the feeling of being almost at the end of a long journey back from a trip away. Your coach to the airport showe

Global Market Overview – August 2025 There are two tricks to investing. Knowing why you’re buying something in the first place… and then...

Global Market Overview – July 2025 In 2017 – the crypto breakout year – people were constantly writing books explaining how...

Global Market Overview – June 2025 If you had perfect foresight on the events of June 2025 – “Israel will launch a surprise attack on...

Global Market Overview – May 2025 Two and a half thousand years ago, a Greek slave put together a collection of moral lessons disguised...

Global Market Overview – April 2025 It feels like a loooong time since Donald Trump stood in the Rose Garden of the White House. But...

Global Market Overview – March 2025 March saw a further shift in market sentiment towards the US, and in particular the assets which...

Global Market Overview – February 2025 In football, there’s a phenomenon called the “new-manager bounce”. A struggling team gets a new...

Global Market Overview – January 2025 January’s done, there’s a new President in town, and other than some provocative gestures from Elon...

Global Market Overview – December 2024 In Europe, when many families gather round to celebrate Christmas, there’s a chance there will be...

Global Market Overview – November 2024 Fancy a festive trip – a quick city break with a Christmas market? Fair enough; about 4 million...

Global Market Overview – October 2024 There’s been a lot to take in over the past month – whether it’s in anticipation of the UK’s Budget...

Global Market Overview – September 2024 Following the global financial crisis and Covid-19, central bankers have never had a higher...

Global Market Overview – August 2024 What an eventful summer. No, not the Euros. Or the Olympics. Or Wimbledon. Nor do we mean the...

Global Market Overview – July 2024 Wouldn’t it be great if money was no object? We can only dream. In reality, we have to compromise....

Global Market Overview – June 2024 In investing, concentration is a danger and the Nvidia stock tells a story that may turn out to prove...

Global Market Overview – May 2024 Interest rate forecasts continue to make headlines, as there is still uncertainty around the economic...

Global Market Overview – April 2024 We often say that the future can’t be predicted, and the last few weeks have shown why....

Global Market Overview – March 2024 Sometimes, deciding to do nothing is hard – but that didn’t seem to be the case for some of the major...