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Taper Tantrum 2.0 fears rattle markets
28 January 2022The unnerving start to the year escalated this week, with many lay observers attributing market volatility to the rising possibility of war between Russia and Ukraine. But as outlined in the video market update we posted on Tuesday,...
A bumpy road to somewhere
19 January 2022It has been an all-action year so far. Global equity markets have been in a downward trend since the end of 2021, led by US stocks. America’s mega-cap tech companies that were so loved throughout the pandemic have taken the...
Markets caught between hoping and dreading
12 January 2022London was a tale of two cities this week: Panic in Whitehall but calm in the City. The scandals seem to keep coming for Boris Johnson, with several Tory MPs openly calling for his resignation. Betting markets now have the Prime...
January déjà vu
4 January 2022Although 2021 did not close with another ‘Santa rally’, December – and the year as a whole – generated some pleasing returns for diversified investment portfolios. Compared to 2020 (another strong year in performance terms),...
Christmas tidings of comfort, if not joy
17 December 2021Dear readers, this week’s edition will be the final one for 2021 and we look forward to welcoming you back when we next publish on 7 January 2022. Looking back, the year has exceeded some expectations and underdelivered on others....
Plan B or not Plan B? That is the question
10 December 2021Equity markets bounced strongly on Tuesday. The catalyst was a flip in the coronavirus narrative that went: “the new variant is as contagious as the very first, but much less damaging. It confers some immunity. Triple-boosted...