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Summer sunshine beckons, but politics still casts a long shadow
31 July 2020As July ends with stifling temperatures, thoughts can turn to the month ahead. August capital markets can be either quiet or decidedly choppy. As investors go on their summer holidays, daily trade volumes decline and liquidity...
PPE = Politics, Pressure and Economics
27 July 2020In this delicate economic and financial environment, the world of politics can have a big impact on capital markets. This week, we saw both heads of that political beast, with news stories first buoying and then bruising market...
Discomfort of disappearing safety nets
17 July 2020The summer season has started in earnest and yet, unsurprisingly, this year everything feels different. Most of us are relieved restrictions are easing, meaning we can go about our lives more like how we were used to until a few...
Fast and freewheeling – markets move as economies slow
10 July 2020As they have for most of the year, pandemic developments dominated the economic news flow this week. Though restrictions continue to ease here and in Europe, the virus is now spreading at a quickening pace in the US, from the...
H1 2020 offers meaningful lessons
3 July 2020So we begin the second half of 2020, leaving behind us two of the most extraordinary calendar quarters in history. But the difference in experience from an investment perspective versus the general public and most of the economy...
Support balances increasing strains – for how long?
26 June 2020The consolidation in stock markets continues. After a brief sell-off at the beginning of the week, capital markets staged a recovery to leave things almost unchanged from a week ago. All in all, markets are now just slightly above...