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Trial and error
24 April 2020After making a cameo appearance in the build-up to March’s COVID-19 market crash, this week saw oil return in dramatic fashion to reclaim the spotlight. This time the performance veered almost into parody, with the oil price...
Lifting lockdown remains a delicate balancing act
17 April 2020The post-Easter week brought continued relief for long-term investors, with a consolidation of the recovery from previous weeks followed by reacceleration towards the end of the week. That said, the continued strength of markets...
Fading threat of financial crisis re-opens old divides
9 April 2020These “strange times we live in” are even stranger for those of us working in and around capital markets. Despite the COVID-19 death toll rising to horrifying and previously unthinkable highs, stock markets staged another...
Unprecedented quarter or calm before the storm?
3 April 2020This week marks the end of the first quarter of 2020. Rarely if ever does it happen that one news story swamps all else as much as the coronavirus pandemic has, but in the future we probably will not remember much else about the...
Government ordered recession
20 March 2020Just like the spread of the COVID-19 coronavirus itself, the rate of policy change over the last few weeks has been astounding. A week ago, Boris Johnson and co. were content to isolate the sick, have the public wash their hands...
Disorderly divestments create confusing market dynamics
12 March 2020Last week could be characterised as an “orderly” repricing of equity markets to the consequences of COVID-19 disruptions. This week has seen second-order market dynamics, driving valuations down to levels which do not seem...