AI disruption concerns again dominate global markets, with the US subsequently lagging global peers. Japan was the standout performer with stocks rallying strongly on the Liberal Democratic Party achieving a supermajority.

This week's presenter: Ed Russell

We saw a continued rotation out of Technology stocks as concerns surrounding AI’s disruptive effects negatively impacted investor sentiment. Despite weakness in this area of the market, Europe, the UK and Japan all rallied during the week.

This week's presenter: Rohit Vaswani

Global equity markets were mixed for the week, as investors reacted to the US Federal Reserve meeting. UK equities were the best performer, while Japanese equities lagged due to a large rally in the Japanese Yen.

This week's presenter: Edward Russell

Global equity markets declined amid elevated geopolitical and trade-related uncertainty. However, stocks recovered from their lows after President Trump once again shifted his stance, boosting investor confidence.This week's presenter: Patrick O'Donnell - Chief Investment Strategist

A mixed week for global equities, as we saw a continued rotation into smaller companies and value stocks. Japanese equities were the standout performer, rising sharply on expectations of a large economic stimulus package.

We're celebrating the 5th anniversary of the Omnis Investment Club Podcast this year, so keep an ear out for new features in the coming weeks.

Weekly Market Update Summary:

Global equities rallied in the first full week of trading for 2026, as investors looked through rising geopolitical tensions. Japanese equities led the charge, while we saw a broadening of the market rally in the United States.

This week's presenter: Ed Russell - Investment Solutions Associate

A muted week for global equity markets, with no major surprises. The US Federal Reserve cut interest rates by 0.25%, as expected. Meanwhile, the European Central Bank is expected to keep interest rates on hold this week.

Presenter: Rohit Vaswani - Investment Director

Global equities advanced as expectations for aDecember interest rate cut supported risk assets. Chinese equities were the best performer, as investors shrugged off concerns surrounding slowing economic activity in the region and focused on the attractive outlook for domestic technology and AI.Presenter: Patrick O'Donnell - Chief Investment Strategist