Monday digest

24 January 2022Tatton Weekly

Overview: Markets on a bumpy road to somewhereGlobal equity markets have been in a downward trend since the end of 2021, led by US stocks. America’s mega-cap tech companies that were so loved throughout the pandemic have taken the biggest hit –...

A bumpy road to somewhere

21 January 2022Tatton Weekly

It has been an all-action year so far. Global equity markets have been in a downward trend since the end of 2021, led by US stocks. America’s mega-cap tech companies that were so loved throughout the pandemic have taken the biggest hit...

Monday digest

17 January 2022Tatton Weekly

Overview: Markets blow hot and coldLondon was a tale of two cities last week, with panic in Whitehall but calm in the City. The scandals kept coming for Boris Johnson, with several Tory MPs openly calling for his resignation and betting markets...

Markets caught between hoping and dreading

14 January 2022Tatton Weekly

London was a tale of two cities this week: Panic in Whitehall but calm in the City. The scandals seem to keep coming for Boris Johnson, with several Tory MPs openly calling for his resignation. Betting markets now have the Prime Minister...

Monday digest

10 January 2022Tatton Weekly

Overview: The déjà vu of January 2022So far, 2022 has kicked off very much where 2021 ended, with central bank policy news triggering outsized bond market reactions – causing volatility in equity markets. However, compared to this time last year, a period...

January déjà vu

7 January 2022Tatton Weekly

Although 2021 did not close with another ‘Santa rally’, December – and the year as a whole -generated some pleasing returns for diversified investment portfolios. Compared to 2020 (another strong year in performance terms), equity investors fared considerably better than bond investors....

Monday digest

20 December 2021Tatton Weekly

Overview: Christmas tidings of comfort, if not joyThe Omicron wave feels like a real setback to the trajectory towards normalisation of our everyday lives. Christmas plans are once again being altered radically, disappointing those expecting a return to their pre-pandemic travel habits....

Christmas tidings of comfort, if not joy

17 December 2021Tatton Weekly

Looking back, the year has exceeded some expectations and underdelivered on others. In terms of our expectations for the economic recovery and capital market performance, 2021 has been better for investors than we dared to hope and forecast at this time last...

Monday digest

13 December 2021Tatton Weekly

Overview: Plan B or not Plan B? That is the questionEquity markets began last week in buoyant fashion. The catalyst was a more upbeat reading of the coronavirus narrative that suggested the new variant may be as contagious as the original, but...

Plan B or not Plan B? That is the question

10 December 2021Tatton Weekly

Equity markets bounced strongly on Tuesday. The catalyst was a flip in the coronavirus narrative that went: “the new variant is as contagious as the very first, but much less damaging. It confers some immunity. Triple-boosted vaccines work well on it, at...

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