Monday Digest 5 October
Overview: October begins with the most unsurprising of surprisesOctober announced itself in truly dramatic fashion. In the US, COVID reality appears to have finally caught up with the reality-show president, although – somewhat characteristically – confusion and misdirection over the seriousness of...
Monday Digest 5 October
Overview: October begins with the most unsurprising of surprisesOctober announced itself in truly dramatic fashion. In the US, COVID reality appears to have finally caught up with the reality-show president, although – somewhat characteristically – confusion and misdirection over the seriousness of...
A question of time horizons
A US presidential debate that nobody would want to watch twice was followed by reports that COVID reality has finally caught up with a US president who insists that only he can determine what is real and what is fake has made...
US election market impact – not straight forward
Selling pressure built up early in the month, as COVID cases spiked around the world once more. The fear was that we were in for a repeat of March, where the spread of the virus and ensuing global economic shutdown sent markets...
State of the global economy
Throughout the middle of this year, we saw an impressive bounce back in economic activity. While the global economic shutdown had frozen business and manufacturing activity, the opening‑up into the summer months suggested we may be on course for a sharp V-shaped...
A question of time horizons
A US presidential debate that nobody would want to watch twice was followed by reports that COVID reality has finally caught up with a US president who insists that only he can determine what is real and what is fake has made...
A question of time horizons
A US presidential debate that nobody would want to watch twice was followed by reports that COVID reality has finally caught up with a US president who insists that only he can determine what is real and what is fake has made...
A question of time horizons
A US presidential debate that nobody would want to watch twice was followed by reports that COVID reality has finally caught up with a US president who insists that only he can determine what is real and what is fake has made...
US election market impact – not straight forward
Selling pressure built up early in the month, as COVID cases spiked around the world once more. The fear was that we were in for a repeat of March, where the spread of the virus and ensuing global economic shutdown sent markets...
US election market impact – not straight forward
Selling pressure built up early in the month, as COVID cases spiked around the world once more. The fear was that we were in for a repeat of March, where the spread of the virus and ensuing global economic shutdown sent markets...
US election market impact – not straight forward
Selling pressure built up early in the month, as COVID cases spiked around the world once more. The fear was that we were in for a repeat of March, where the spread of the virus and ensuing global economic shutdown sent markets...
Monday Digest
September chill continues to bite for equity investors After another wobble last week, the S&P500 is down around 8% in US Dollar terms for the month. An element of Autumnal profit-taking following impressive gains over the summer months was to be expected....
Monday Digest
September chill continues to bite for equity investors After another wobble last week, the S&P500 is down around 8% in US Dollar terms for the month. An element of Autumnal profit-taking following impressive gains over the summer months was to be expected....
Monday Digest
September chill continues to bite for equity investors After another wobble last week, the S&P500 is down around 8% in US Dollar terms for the month. An element of Autumnal profit-taking following impressive gains over the summer months was to be expected....
Monday Digest
September chill continues to bite for equity investors After another wobble last week, the S&P500 is down around 8% in US Dollar terms for the month. An element of Autumnal profit-taking following impressive gains over the summer months was to be expected....
A recovery on hold
September continues to bite equity markets. Stocks everywhere wobbled again this week and even though they bounced back, the S&P500 is down around 8% in US Dollar terms for the month. UK investors might notice less of a fall, with global equities...
Monday Digest
Home-grown pessimism needs to be put into perspective for investorsHaving spent most of 2020 hoping things can get back to normal, Britain’s political news over the last couple of weeks has left us thinking ‘be careful what you wish for’. Stalling Brexit...
Monday Digest
Home-grown pessimism needs to be put into perspective for investorsHaving spent most of 2020 hoping things can get back to normal, Britain’s political news over the last couple of weeks has left us thinking ‘be careful what you wish for’. Stalling Brexit...
Monday Digest
Home-grown pessimism needs to be put into perspective for investorsHaving spent most of 2020 hoping things can get back to normal, Britain’s political news over the last couple of weeks has left us thinking ‘be careful what you wish for’. Stalling Brexit...
Monday Digest
Home-grown pessimism needs to be put into perspective for investorsHaving spent most of 2020 hoping things can get back to normal, Britain’s political news over the last couple of weeks has left us thinking ‘be careful what you wish for’. Stalling Brexit...