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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Investors' appetite for Apple seemingly has no limit. With the share price climbing parabolically and up 20.3% this month alone, the market capitalisation surpassed $2tn. Apple and its cohorts are lifting the S&P 500 index and widening the gap between these tech mega caps...
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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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