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End points and new beginnings
8 January 2021Just like 2020, 2021 has kicked off with rather more lively news flow than many will have hoped for when they gladly said goodbye on New Year’s Eve to what many experienced as a truly annus horribilis. Yet even though events...
Goodbye to all that
18 December 2020December usually has a ring of ‘Silent Night’ in the investment world and, in a year where practically all else has changed, at least this has stayed the same. In the UK, news that millions more would be placed under tougher...
December concerns over baubles and bubbles
4 December 2020As the world faces up to a not-so-jolly Christmas season, it may be surprising to learn that sentiment across the global economy was reported to be quite strong this week. Admittedly, this is mostly driven by strong manufacturing...
Fiscal floundering
27 November 2020During a week when global stock markets continued their more gradual upwards trend, government policy was in full focus, but offered little in support. For the UK, it looks like ‘out of the frying pan into the fire’ when official...
More tunnel before the light
20 November 2020The November rally in stock markets finally petered out this week as it felt as if ‘November finally got the memo about 2020’. This was despite further positive vaccine news that bolstered optimism for next year. On Monday,...
Change is in the air
13 November 2020Investors have enjoyed another very good week. Optimism had already returned the previous week, with the US election eventually delivering a clear verdict. This week then brought the news that literally everybody had been waiting...