News

Taking a step back to look forward

18 September 2020Tatton Weekly

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...

Monday Digest

14 September 2020Monday Digest

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...

Frictions and Contradictions

11 September 2020Tatton Weekly

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...

Monday Digest

7 September 2020Monday Digest

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...

September starts with a bang in markets

4 September 2020Tatton Weekly

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...

Bank Holiday Digest

1 September 2020Monday Digest

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...

Big tech gets bigger while the Fed takes the easy option

28 August 2020Tatton Weekly

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...

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