Friday 18th June, 2021 ________________________________________ After a slow start to the week for investors, the Fed finally stepped into the breach to inject some energy into financial markets on Wednesday when the central bank released a surprisingly hawkish revision to its central forecast fo...
Friday 4th June, 2021 ________________________________________ May was another solid month for risk assets, as investor optimism and shedloads of liquidity courtesy of our lavish central bankers continued to spur the recovery in most markets. Commodities have been the standout performer in recent...
Friday 21st May, 2021 ________________________________________ We are coming to the end of a highly interesting, if somewhat unsettling, two-week period for markets as various forces – from economic data to celebrity tweets – have pulled risk assets in just about every direction. It all kicke...
Friday 7th May, 2021 ________________________________________ Markets have suffered a correction this week amid concerns about the scale of the coronavirus outbreak in Asia and Latin America (where the pandemic has been rampaging non-stop). And the drawdown only intensified on Thursday after Pres...
Friday 23rd April, 2021 ________________________________________ Markets have suffered a correction this week amid concerns about the scale of the coronavirus outbreak in Asia and Latin America (where the pandemic has been rampaging non-stop). And the drawdown only intensified on Thursday after P...
Friday 9th April, 2021 ________________________________________ March was another strong month for equities as investor optimism about the pace of the global recovery from covid-19, and Biden’s massive (now totalling $5tn) fiscal splurge, buoyed developed market assets in particular, and the ro...
Friday 19th March, 2021 ________________________________________ We will take a break from traditional market developments this week to address another topic that is at the forefront of investors’ minds; that is, the concept of socially responsible investing (SRI) – otherwise known as ESG inv...
