News and Updates

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...

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...

Stock markets have stabilised and started trading sideways, in a sign of healthy consolidation following their extraordinary recovery rally since late March. Notably, the darlings of the recovery, namely US large cap tech and growth stocks, are no longer the leaders. This...

Welcome to this week’s Digest, where we consider some of the crucial questions driving investment markets. To read about all of the issues raised here in more depth, take a look at The Tatton Weekly, and if you would like to discuss any of the topics below...

September has ended what now feels like a ‘goldilocks’ summer for investors, and political, societal and capital market frictions have returned to the stage with a bang. However, the fact that stock markets have not simply plunged on bad news, but have...

Overview: Are investors finally running out of positive sentiment for tech names?The holiday period for investors is over. While risk assets made impressive gains throughout August, catapulting equity valuations to eye-watering levels, last week brought a sudden and sharp reversal. Apple, which...

Markets’ summer holidays are over. Throughout August, risk assets made some impressive gains, while the global economy remained in its deepest ever recession. After equities were then catapulted to eye-watering valuation levels, the end of this week saw a sharp reversal. On...

Overview: September begins with all eyes on America While tensions have continued to escalate in American cities, US equities continue to push at all-time highs, having recovered everything lost in March’s frantic sell-off – and then some. If the stock market soaring...

In a week where Donald Trump kicked off his re-election campaign in earnest, global investors showed it is indeed “America first”. US equities continue to push at all-time highs, having recovered everything lost in March’s frantic sell-off – and then some. If...