Monday Digest

6 April 2021Monday Digest

Overview: Q1 2020 reviewIt was turbulent at times, but the first quarter of 2021 brought genuine good news for UK-based investors with exposure to global stock markets. Equity markets generally resumed an upward trajectory, while low risk assets, especially long maturity bonds,...

Monday Digest

29 March 2021Monday Digest

Overview: Edging closer towards a post-pandemic world  Last week was another one of markets feeling on edge without going anywhere. Investors seem to have caught a bit of worry about the passage of growth, oddly just as the recent headwind of rising bond...

Monday digest

22 March 2021Monday Digest

Overview: the tug of war between optimism and fear continues  This week marks the one-year anniversary of the turning point of the COVID stock market crash. This time last year, we were writing about a “plunging into a global recession of potentially unknown proportion and...

Monday digest

15 March 2021Monday Digest

Overview: Markets continue to recalibrate  Last week was another choppy one for global stock markets, although for equities there was more up than down across the board, and bonds yields stopped their upwards trend, at least for now. The general upward trend notwithstanding, there was notable rotation...

Monday Digest

1 March 2021Monday Digest

Overview: earnings expectations may yet stabilise wobbling markets The market wobbles of last week brought with them an eerie sense of déjà vu. This time last year, the NASDAQ 100 closed at an all-time high of 9718.73, before sliding back as the far-reaching implications of the...

Monday Digest

22 February 2021Monday Digest

Overview: reflation is the word of the week (possibly year) Twelve months ago, stock markets hit their pre-pandemic high, before plunging towards the most extreme global market crash ever known, as the world accepted COVID-19 presented a threat of unprecedented dimensions. Learnings from the global...

Monday Digest

2 February 2021Monday Digest

Outlook: the EU displays frayed nerves and flared tempers In the middle stages of the pandemic, when things had the potential for going very, very badly, there was a sense of global solidarity and unity among people and politicians. In Europe, although...

Monday Digest

11 January 2021Monday Digest

Outlook: endpoints and new beginnings After last year’s annus horribilis, many people were hoping for a more prosaic start to the new year. But it soon became clear that 2021 had other ideas. Yet even though events of massive importance have taken...

Monday Digest

23 November 2020Monday Digest

Overview: more tunnel to go through before we get out into the lightThe November rally in stock markets finally petered out last week, despite further positive vaccine news that bolstered optimism for next year. Now that the Pfizer & BioNTech messenger vaccine...

Monday Digest 12 October

12 October 2020Monday Digest

Overview: debt markets buoyed by the promise of QE After September’s unsteadiness, capital markets have regained their composure and continue to drift upwards in October. This poise stands in stark contrast to the flow of bad news. In the US, the White...

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