Category: Investment Outlook
No tantrum over this taper
5 November 2021October’s positivity across global stock markets spilled over into the first week of November. That is with the exception of China, which appears to be increasingly isolating itself from the rest of the world. Not only was its...
Bond markets give central bankers a telling off
29 October 2021Capital markets enjoyed another good week, although with one notable difference – this time bond investors were allowed to join in. Just as energy prices started stabilising, corporate earnings results proved less supportive...
Confused or determined central bankers?
22 October 2021Capital markets continued over the week to recover just as gradually from the September/early October downdraft as they declined then. Many commentators put it down to the continued strong Q3 corporate earnings announcements,...
Have we passed the peak of supply disruption?
15 October 2021Last week we noted that October had picked up for investors where September had left off, namely equities slowly climbing down from the heights gained over the summer. As petrol availability returned even to London’s suburbs...
Economy hits an air pocket
8 October 2021October has carried on where September left off, with quite a bit of daily up and down for markets, but with a slight downwards trend. We deliver our end-of-month review of September in this week’s second article. For UK readers,...
Rising yields are back
1 October 2021The energy bottlenecks we wrote about last week became rather more personal for the large proportion of the UK population that are motorists. In fairness, the UK’s petrol station forecourt crisis has little to do with rising...
Wall of worry time
24 September 2021The UK received worrying economic news on multiple fronts this week, with several utility companies going under and the prospect of steep rises in winter heating costs, petrol stations running out of fuel, gaps on supermarket...
End of the re-opening honeymoon
17 September 2021We are halfway through September and investors have not experienced a continuation of the positive returns picture of the summer months. This is despite COVID restrictions gradually lifting (not only in the UK) and an on-track...
Paying for it – the major economies ponder their balance sheets
10 September 2021Last week, we noted the increasing importance of fiscal policy, and sure enough this week the UK kicked-off the new school year with a big fiscal bang. National Insurance contributions are on the rise, along with a further tax...
Politics and policy sit at the head of the table
3 September 2021This week has felt a bit like the whole month of August. Equity markets (North America and Europe) were in the green over the past few days, and then on Friday expressed their disappointment over the weak US jobs report. Market...