Insights

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...

The seemingly never-ending pandemic-induced restrictions and uncertainty is making the forward planning of summer activities quite precarious and frustrating at times. That capital markets have recently borne fewer surprises than the planning of our summer holidays is a rare event and should...

Overview: Investors try to make sense of the Fed’s ‘dot-plot’The biggest event of the week took place last Wednesday, as the US Federal Reserve (Fed) concluded its two-day Federal Open Markets Committee (FOMC) meeting, where it discussed economic policy and its latest...

The biggest event of the week took place on Wednesday, as the US Federal Reserve (Fed) concluded its two-day Federal Open Markets Committee (FOMC) meeting, where it discussed economy policy and its latest projections on inflation and interest rates. Leading up to...

Overview: Central banks return to the spotlight The G7 meeting, held in Carbis Bay in St Ives, was the centre of attention last week, even if markets were still getting to grips with the earlier announcement from G7 finance ministers about the...

The G7 meeting in St. Ives’ Carbis Bay was rightly the centre of attention in the UK this week and looks to centre on Europe’s leaders cosying up to a much more loveable US administration, at the same time as trying not...

Overview: Markets going up sidewaysJune has begun as May left off – in quietly confident fashion. It appears optimism following the successful vaccination programme and pent-up consumer demand continues to support equities and summer expectations. Investors have moved on from asking whether...

May’s returns numbers are in, and the headlines are as follows: a rotation from tech to financials – and from value to growth – as well as a bit more downward pressure on bonds. We have included our usual ‘in review’ table...

Overview: May ends with a touch of Goldilocks After a strong April, May was something of a mixed bag for investors, particularly when stock markets suffered a mid-month correction. However, by the end of the month, volatility had been eased rather counterintuitively...