News and Updates

August continues to be what one would expect from the middle of the summer: quiet. Yet for investors, it is also pleasing that stock markets around the world are gradually nudging upwards, allowing them to remain relaxed wherever they have retreated to...

Overview: August begins in upbeat fashionAfter an unexciting July in investment return terms, August has made a strong start, bolstered by surprisingly positive US job markets figures and corporate earnings reports that continue to support elevated stock market levels across the Western...

After an unexciting July in terms of investment returns, August has made a strong start, with US job markets figures delivering a much-appreciated positive surprise today, while corporate earnings reports continue to support elevated stock market levels across the Western world. The...

Overview: Growth slows and highlights the tension between yields and earningsDespite the government’s ‘Freedom day’ last week, things are only slowly returning to normal. Google’s mobility data shows the flow of Britons back into offices is still weak relative to the beginning...

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...