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Investment perspectives for different Brexit outcomes
18 February 2019After another week of fairly positive market action, the pattern of last year’s global stock market sell-off and ongoing recovery this year is beginning to look more and more like the previous correction episodes of 2013 and...
Is 2019’s market recovery beginning to stutter?
8 February 2019After one of the worst Decembers for global investors since the Great Depression, followed by the best January since 1987, February has started not too badly for investors. While up overall, the 7th week of the 2019 stock market...
Turnaround?
1 February 2019The first month of 2019 is over already and the new year has brought quite a remarkable turnaround for investors compared to the last month of 2018. Global equity markets have recovered to the tune of 7%, but most other asset...
Market absurdities?
25 January 2019The global stock market recovery rally has entered its sixth consecutive week and there has been plenty of incredulity expressed across markets. How can this market rebound carry on beyond the initial recovery when the economic...
Markets looking ahead
18 January 2019The New Year’s stock market recovery rally we wrote about last week has continued, to the surprise of many who are observing unprecedented political shambles on either side of the Atlantic. The UK appeared to be descending into...