End of the re-opening honeymoon

17 September 2021

We 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 2021

Last 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 2021

This 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...

Fed tapering: the ‘how’ matters more than ‘when’

27 August 2021

Questions over when and how the US Federal Reserve (Fed) would begin tapering its monthly securities purchases has been much talked about over the last few months. But ahead of today’s keynote speech at the Jackson Hole symposium,...

Markets hit a bit of to and fro

20 August 2021

Investors would be forgiven to think that this week’s downdraft in global stock markets was in reaction to the rapid unfolding of the tragic events in Kabul, Afghanistan. However, as long-time observers of risk asset markets...

Climbing the wall of worry – again

13 August 2021

August continues to be what one would expect from the middle of the summer: quiet. Yet for investors, it is also pleasing that stock markets around the world are gradually nudging upwards, allowing them to remain relaxed wherever...

Mega techs under the cosh

6 August 2021

After an unexciting July in terms of investment returns, August has made a strong start, with US job markets figures delivering a much-appreciated positive surprise today, while corporate earnings reports continue to support elevated...

Summer lull as markets go through the motions

30 July 2021

We wrote last week, that fortunes could be changing on the COVID front, with UK case numbers showing a decline from their (possibly temporary) peak. Since then, the 7-day average for daily cases has fallen for the first time since...

Markets wake up to living with the virus

23 July 2021

It has been a week of ups and downs. Monday saw sunshine and relaxation as so-called ‘Freedom Day’ COVID restrictions were lifted in England. Investors did not join in the party, though, as major equity indices sold off around...

Earnings vs Delta

16 July 2021

It has been a quiet week in equity markets. The world’s major stock indices mostly continued their recent holding pattern, awaiting news on where things will go from here. As we have written before, the global transition phase...