Market Updates

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Not One Single Thing Happened – But Conditions Were In Place For A Drop

In an update that is a little longer than usual, markets have been weak this week & in particular, yesterday was a really bad day with US markets down 6%.

June 12, 2020

Market Update

Imagine

Normally, most of this weekly update is spent discussing the US & China and for good reason since those two economies drive all other economies forward.

June 5, 2020

Market Update

Three positive factoids or are they actually facts?

There is almost a sense of outrage that global equity markets have bounced so hard & fast after the brutal sell-off with Markets performing strongly.

May 29, 2020

Market Update

Deglobalisation

The usual themes continued to dominate the headlines this week: Coronavirus, Brexit, economic recovery, Europe’s ‘Hamilton moment’, US-China trade tensions

May 22, 2020

Market Update

Why do US companies make so much money?

As investors await the outcome of how the reopening steps taken by society affect the virus, markets have drifted a little this week. Will the virus win?

May 15, 2020

Market Update

Mourning in America or Morning in America?

Global stocks were flat in what was a quiet week for markets, but bond prices in the UK and the US traded a little lower.

May 7, 2020

Market Update

"Quite good news"

Markets have been strong this week and, very importantly, the rally has been broad based and not just focused on the market leaders.

May 1, 2020

Market Update

First the Hammer, now the dance

While stock markets have been looking forward to a much brighter future, Investors have been watching economic data fall off a cliff this week.

April 24, 2020

Market Update

Opening Up America

Stocks were roughly flat this week, although rallying on Friday, and that should not come as a surprise after the previous week’s 7 per cent rally.

April 17, 2020

Market Update

How bullish should one be?

Stocks were up strongly this week, rallying some 7%. This could well be because many of the things on the Corona Checklist are falling into place.

April 10, 2020

Market Update

What Can We Learn From War?

Stocks were flat to down a little this week, which is not really surprising if one examines the ‘new’ checklist of things to watch. As a reminder, the new

April 3, 2020

Keep Up To Date With The Latest Market Commentary From Our Investment Committee