Watch the latest 'Two Minute Missive' from our Client Investment Director, Shane Balkham #twominutemissive #investment #video This video contains the opinions and views of Shane Balkham. Please work with your financial planner before undertaking any investments.

Global equity markets declined last week amid escalating geopolitical tensions in the Middle East, while oil prices surged at their fastest pace in over three years due to concerns over supply disruptions. Read our latest market commentary. you-asset.co.uk/the-world-in-a… #investing

Watch the latest 'Two Minute Missive' from our Client Investment Director, Shane Balkham. This video contains the opinions and views of Shane Balkham. Please work with your financial planner before undertaking any investments. #twominutemissive #investment #video #markets

The Israel-Iran conflict has intensified with America’s intervention, further complicating the geopolitical situation. Meanwhile, the Fed, BoE, and BoJ all held rates last week, but for very different reasons. Read our latest market commentary tinyurl.com/59kjdtus #markets

Last week continued the cadence of headlines we have become accustomed to in the first half of 2025. The second half could be similar, however these have little relevance to an appropriately diversified long-term investor Read our latest market commentary tinyurl.com/TWIAW636

In the US, holiday-shortened trading saw robust market performance, primarily driven by positive economic data. UK markets showed mixed results, due to political uncertainty over delayed and watered down welfare reforms. Read the latest market commentary tinyurl.com/y7me4hpc

Watch the latest 'Two Minute Missive' from our Client Investment Director. This video contains the opinions and views of Shane Balkham. Please work with your financial planner before undertaking any investments. #twominutemissive #investing

Global markets rose last week despite new US tariffs. UK GDP showed resilience, Japan lagged on trade concerns, and Nvidia’s rise to the top highlighted continued AI optimism. Read our latest market commentary. lnkd.in/e4Ef2bXQ #marketcommentary #investing

Global equity markets rose last week while fixed income markets were flat. Inflation data was more benign in the US than it was in the UK. In Japan, the ruling LDP coalition lost its majority as expected. Read our latest market commentary. you-asset.co.uk/the-world-in-a… #markets

Global equity markets posted a solid gain last week, with Japanese equities outperforming following the recent US trade deal. The EU also secured a deal with the US, in advance of the August negotiation deadline. Read our latest market commentary. tinyurl.com/54b6v7c9

A challenging end to the week led equities into the red as investors reacted to a weak US employment report, a decline in business sentiment in the US & a new set of tariffs announced by President Trump Read our latest market commentary tinyurl.com/mwuxvnrk #marketcommentary

The Bank of England cut rates for a third time this year, as data dependency will be paramount on the path for future rates cuts. The problem is the accuracy of data has been declining, which will hinder decision making. Read our latest market commentary. tinyurl.com/cz8d7m68

Watch the latest 'Two Minute Missive' from our Client Investment Director, Shane Balkham This video contains the opinions and views of Shane Balkham. Please work with your financial planner before undertaking any investments #twominutemissive #investment #video #diversification

Markets edged higher last week despite mixed data and political noise. Japan led gains, UK GDP beat expectations & US inflation surprised. Tariff tensions & central bank independence continue to remain as key themes. Read our latest market commentary. tinyurl.com/yc2w5aam

The US Federal Reserve Chair Jerome Powell signalled possible rate cuts in September, boosting US small-cap stocks and other interest rate-sensitive assets, while UK inflation rose to an 18-month high Read our latest market commentary lnkd.in/e_ejTRkE #markets #investing

Watch the latest 'Two Minute Missive' from our Client Investment Director, Shane Balkham. This video contains the opinions and views of Shane Balkham. Please work with your financial planner before undertaking any investments. #InvestmentInsights #MarketUpdate

Last week, markets were dominated by political turmoil: in the US, Trump fired Fed Governer Lisa Cook; in France, PM Bayrou called a Sept 4 confidence vote on his austerity package. Read our latest market commentary you-asset.co.uk/the-world-in-a… #marketcommentary #markets #investing

While recent weeks have focused on the global sell off in long term bonds, a weak jobs report in the US on Friday sent interest rates tumbling. Read our latest market commentary: you-asset.co.uk/the-world-in-a… #marketcommentary #markets #investing

Watch the latest 'Two Minute Missive' from our Client Investment Director Shane Balkham. This video contains the opinions and views of Shane Balkham. Please work with your financial planner before undertaking any investments. #investment #video #marketupdate #investmentinsights

Despite ongoing political and geopolitical strife in Europe, the US and elsewhere, last week was generally a positive one for equity and bond investors, with Emerging Markets leading the way. Read our latest market commentary you-asset.co.uk/the-world-in-a… #emergingmarkets #investing