News

More tunnel before the light

20 November 2020Tatton Weekly

The November rally in stock markets finally petered out this week as it felt as if ‘November finally got the memo about 2020’. This was despite further positive vaccine news that bolstered optimism for next year. On Monday, US firm Moderna announced...

Monday Digest 12 October

12 October 2020Monday Digest

Overview: debt markets buoyed by the promise of QE After September’s unsteadiness, capital markets have regained their composure and continue to drift upwards in October. This poise stands in stark contrast to the flow of bad news. In the US, the White...

Baffling market optimism

9 October 2020Tatton Weekly

Following the unsteadiness of September, markets have further regained their composure and continue to drift upwards. This stands in stark contrast to the flow of bad news. The White House, centre of power for the mighty US, has become a COVID hotspot,...

Monday Digest 5 October

5 October 2020Monday Digest

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

2 October 2020Tatton Weekly

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

2 October 2020Tatton Weekly

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

2 October 2020Tatton Weekly

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...

Monday Digest

28 September 2020Monday 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

25 September 2020Tatton Weekly

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

21 September 2020Monday 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...

Subscribe to the Tatton Weekly Email

Get the latest news from Tatton HQ directly into your inbox every week. Packed with industry insights, our weekly mailing will keep you informed on the latest news from Tatton and beyond.

You can unsubscribe at any time by clicking the link in the footer of our emails. For information about our privacy practices, please click here.

We use Mailchimp as our marketing platform. By clicking below to subscribe, you acknowledge that your information will be transferred to Mailchimp for processing. Learn more about Mailchimp’s privacy practices here.

Please select all the ways you would like to hear from Tatton Investment Management: