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Doubling of earnings leaves markets cold
30 April 2021After last week’s lull in global equity markets, most regions recovered their previous highs this week, albeit in somewhat lacklustre trading patterns. Just as there were several reasons why markets were in a bad mood last week,...
‘Risk on’ pauses while the real world keeps accelerating
23 April 2021Equity markets finally paused in their upward trend this week, with the most speculative assets like Bitcoin experiencing their first serious setback since February. It was hard to pin the cause on any one specific development,...
New bond news gives green light for equity investors
16 April 2021We usually start by summarising equity market action over the course of the week. This week, developments in the bond markets may be of more significance for investors, over the fact that equities continued to do well. On Thursday,...
Bond markets signal economic optimism
9 April 2021Following a strong first quarter for equity investors worldwide, the second quarter is off to a good start as well, with most global stock markets already up by a few percentage points. While the sense that stock markets are potentially...
Tug of war – bonds vs. equities
19 March 2021Next week will mark the anniversary of the turning point of the 2020 COVID stock market crash. Investors looking at their one-year portfolio returns may well be astonished to find double-digit return figures, ranging from around...
Recalibrations
12 March 2021Stock markets around the world have had another choppy week, but this time there was more up than down across the board and bonds yields stopped their upwards trend – at least for a while. The general upward trend notwithstanding,...