Category: Investment Outlook
Nvidia versus the Fed
24 May 2024Following the strong upwards surge in stocks and bonds at the beginning of May, capital markets have recently moderated and were mostly flat, to slightly down, overall this week. Britons were preoccupied with Rishi Sunak’s surprise...
Pluses and minuses
17 May 2024It was a decent week for investors, with global stocks up around 1% from last Friday. British and European equities finished virtually flat, with the US and China slightly up. The gain for US stocks was not outsized, but it was...
A blooming May for the UK
10 May 2024Stocks and bonds had a good week again, revelling in the after-effects of last week’s US Federal Reserve meeting and signals of a tepid US jobs market in the April employment report. Hong Kong stocks did particularly well, after...
Still sticking to the plan
3 May 2024Equity and bond markets have had a reasonably good week, with policy makers helping to calm nerves. Geopolitical concerns retreated further; the US and Saudi Arabia are close to a bilateral agreement which may well include the...
Inflation, a common side effect of growth
26 April 2024Intraday equity market volatility is back, as this roller coaster week showed. Still, we yet again seem to be ending flattish after a busy end to the week. ...
Market quiet on the Middle Eastern front
19 April 2024The Middle East is dominating world news again, as the awful moment has come when Israel and Iran have engaged in open and direct conflict, albeit at great distance. That the warfare is across considerable distances makes it different...
What the return of volatility tells us
12 April 2024The week has seen quite large price movements in asset markets even though, overall, equities are relatively stable. The UK’s main market index, the FTSE 100, is higher and among the better index performers globally. It came...
Bumpy start to the quarter
5 April 2024Following on from two very strong quarters for investors in risk assets, the start of the second quarter has seen a sudden change of mood, and the first distinct bout of equity volatility this year. ...
Everyone is an optimist now
28 March 2024Asset price volatility continues to decrease, much like it has done across the quarter, so we can be reasonably sure that Q1 2024 will finish strongly positive for equity markets across the world. This week (so far) has been another...
The flipside of inflation – growth
18 March 2024Consolidation continued in most equity markets this week, although bond prices did actually drop somewhat. UK and European equity markets are stronger, Japan is weaker and US large caps are largely unchanged, although there is...