News and Updates

As the end of the investing year draws nearer, markets remain on edge, questioning everything that it thought it knew the answers to only very recently. But this week, central bank and government policy, inflation pressures from supply chain issues, and the...

Overview: New COVID strain casts a long shadow into DecemberLast week offered plenty to be thankful – and fearful – about. In Europe, the COVID case surge was surpassed by fears of a new “variant of significant concern” emanating from South Africa....

It’s been a Thanksgiving week of mixed news. The European COVID case surge was surpassed in negative impact by the fears of a new variant emanating from South Africa. US markets hit new highs just before the holiday, but Black Friday has...

Overview: Dollar strength and divergence caps a dull week for investors Despite the negative news flow, be it COVID or politics, UK consumers are proving their resilience once again, with both October retail demand and domestic consumer sentiment pointing up. Perhaps the...

Despite the negative news flow, be it COVID or politics, UK consumers are proving their resilience once again with both October retail demand and domestic consumer sentiment pointing up. Perhaps the buoyant jobs market is encouraging the UK public to be less...

Overview: Central banks struggle with messaging After five weeks of markets inching higher, risk assets slowed as investors – once again – became concerned about rising bond yields on the back of rising inflation. This came despite economic data, for once, suggesting...

Following five weeks of global equity markets inching higher every week, risk asset markets slowed even though, for once, economic data was actually offering reasons to believe that the worst of supply chain constraints may be behind us. From as far as...

Overview: no tantrums over this taperOctober’s positivity across global stock markets spilled over into the first week of November, with the notable exception of China, which appears to be increasingly isolating itself from the rest of the world. Not only was its...

October’s positivity across global stock markets spilled over into the first week of November. That is with the exception of China, which appears to be increasingly isolating itself from the rest of the world. Not only was its leader very notably absent...

Overview: Bond markets give central bankers a telling offCapital markets enjoyed another good week, although with one notable difference – this time bond investors were allowed to join in. Just as energy prices started stabilising, corporate earnings results proved less supportive than...