GLOBAL ECONOMY Warning – Inflation Returns The past month has seen a rapid rise in longer dated Government bond yields in all G7 countries as inflation fears finally began to impact financial markets. Investors sold Government and Investment Grade fixed income instruments, pushing up yields and leading...
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A brief summary of markets in 2020 In the absence of my usual “the Good, the Bad and the Ugly” commentary last December on global markets over the past year, it may be useful to summarise some important features of investment markets in 2020 for future...
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For more detailed commentary on each major market or asset class. Download the full Monthly Market View here. A Record Month In spite of a sense of suspended animation in economic direction caused by a resurgent C-19 virus, November proved to be a month of records...
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For more detailed commentary on each major market or asset class. Download the full Monthly Market View here. Don’t sweat the small stuff - focus on China What was the most important economic event in October? Not just in today’s C-19 dominated world, but providing a...
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For more detailed commentary on each major market or asset class. Download the full Monthly Market View here. Time to take stock Nine months into 2020 and six/seven months into the pandemic (and lockdowns) it is perhaps worth reviewing the state of the world economy...
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Pandemic records As economic data for Q2 comes in, mainly negative records on growth, corporate earnings and other measures are being set daily – as expected perhaps given the severity of the economic impact of lock down measures in many countries. In the US, Q2 GDP growth...
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