Friday 7th January, 2022 ________________________________________ To our readers around the world, we wish you all a very happy and productive new year! We hope that you enjoyed a restful (and Omicron-free) festive period, and we salute those of you who kept the world turning by working through t...
Friday 17th December, 2021 ________________________________________ Here in Europe, Christmas is almost upon us; and, on the face of it, there is very little out of the ordinary about this year’s holiday season. Fairy-lights sparkle through steamy windows, tinsel is slung over every naked banis...
Friday 3rd December, 2021 ________________________________________ Since the Omicron variant was first identified by South African scientists last week, its rapid spread has sent shockwaves through financial markets and driven a steep re-pricing of risk assets. The variant was actually reported t...
Friday 19th November, 2021 ________________________________________ With winter fast approaching, dark clouds have gathered over Europe once more as a potent new wave of covid-19 takes hold across the continent. This is despite the availability (indeed, abundance) of highly effective vaccines to ...
Friday 5th November, 2021 ________________________________________ Risk assets have continued the impressive run they have been on since the correction in September and it seems that the seasonal Q4 rally – typically culminating in the “Santa Claus” rally over the last week of December – ...
Friday 22nd October, 2021 ________________________________________ Following steep losses in September, global equity markets have been on a much sounder footing this month. The recovery in risk appetite has been broad based, with most major indices participating. And it has also been remarkably ...
Friday 8th October, 2021 ________________________________________ Since Q1 2020 when the coronavirus reared its ugly head beyond China, the world economy came to a grinding halt, and asset markets collapsed, the S&P 500 Index has experienced just four down months (out of eighteen) in total. Septe...
