News and Updates

We wrote last week, that fortunes could be changing on the COVID front, with UK case numbers showing a decline from their (possibly temporary) peak. Since then, the 7-day average for daily cases has fallen for the first time since Britain started...

Overview: Are markets at last waking up to ‘living with’ the virus?Last week was a bumpy one. Major equity markets sold off heavily around the world, before recovering most of those losses by the end of the week. Unfortunately, that market volatility...

It has been a week of ups and downs. Monday saw sunshine and relaxation as so-called ‘Freedom Day’ COVID restrictions were lifted in England. Investors did not join in the party, though, as major equity indices sold off around the world. Markets...

Overview: Will blockbuster corporate earnings revive market optimism?The world’s major stock indices mostly continued their recent holding pattern last week, awaiting news on where things go from here. The global transitional phase we find ourselves in – between a forced economic ice...

It has been a quiet week in equity markets. The world’s major stock indices mostly continued their recent holding pattern, awaiting news on where things will go from here. As we have written before, the global transition phase we find ourselves in...

Overview: Investor vertigo an entirely natural responseGlobal equities have been on a pretty rapid ascent since the start of the year, but as the second quarter ended, investors have been dealing with a mild attack of vertigo. In its June meeting, the...

Global equities have been on a pretty rapid ascent since the start of the year. This week the world’s investors had a bout of looking down, and a mild attack of vertigo. This dizzyness has been prompted by some reasonable worries. Do...

Overview: transition uncertainties aheadThe great British summer may have struggled to materialise so far, but the end of the first half of the year always brings an element of sunny optimism. And, after what proved a quite decent 2020 for investors, the...

The great British summer may have struggled to materialise so far, but the end of the first half of the year always brings an element of sunny optimism. We will comment on market and investment returns in more detail next week, when...

Overview: Calm markets shine light on future growth After the Federal Open Market Committee (FOMC) indicated the US Federal Reserve’s extraordinary support for the US economy may last months rather than years, discussion last week turned to speculation on the internal battle...