Category: Investment Outlook
Recalibrations
12 March 2021Stock markets around the world have had another choppy week, but this time there was more up than down across the board and bonds yields stopped their upwards trend – at least for a while. The general upward trend notwithstanding,...
Stock markets are finding they cannot have it both ways
5 March 2021Another week of bond market price falls has pushed ten-year government bond yields upwards everywhere except Japan. The US ten-year yield experienced the biggest rise of the developed world, up almost 20 basis points (0.2%) since...
No UK double dip, but much talk of bubbles
12 February 2021‘Worst recession in 300 years’ was how UK media framed Friday’s release of UK GDP growth data for the last quarter of 2020. They were also quick to point out that the -9.9% full-year number was far worse than any other major...
Calming of nerves
5 February 2021After January’s misbehaviour – everything from riotous insurrection at the US Capitol to rebellious share speculation – February began with a more predictable return to normality. The share price of now internationally famous...
A fraying of nerves
29 January 2021In the middle stages of the pandemic, when things had the potential for going very, very badly, there was a sense of global solidarity and unity among people and politicians. Maybe China received opprobrium – it was certainly...
Sigh of relief
22 January 2021As Joe Biden was inaugurated as the 46th president of the United States this Wednesday, a collective sigh of relief, at the return of civility, decency and a genuine interest in the wellbeing of all citizens, could be felt around...
Fiscal turbo replaces lame duck Trump
15 January 2021As we wrote last week, there is a broad consensus that this year will see a strong economic rebound as mass vaccinations finally put an end to pandemic – even if we have to wait until the second half of the year to see it. Ahead...
End points and new beginnings
8 January 2021Just like 2020, 2021 has kicked off with rather more lively news flow than many will have hoped for when they gladly said goodbye on New Year’s Eve to what many experienced as a truly annus horribilis. Yet even though events...
Goodbye to all that
18 December 2020December usually has a ring of ‘Silent Night’ in the investment world and, in a year where practically all else has changed, at least this has stayed the same. In the UK, news that millions more would be placed under tougher...
December concerns over baubles and bubbles
4 December 2020As the world faces up to a not-so-jolly Christmas season, it may be surprising to learn that sentiment across the global economy was reported to be quite strong this week. Admittedly, this is mostly driven by strong manufacturing...