Category: Investment Outlook
Summer lull as markets go through the motions
30 July 2021We 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 2021It 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 2021It 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...
Don’t look down
9 July 2021Global equities have been on a pretty rapid ascent since the start of the year. This week the world’s investors had a bout of looking down, and a mild attack of vertigo. This dizzyness has been prompted by some reasonable worries....
Transition uncertainties
2 July 2021The great British summer may have struggled to materialise so far, but the end of the first half of the year always brings an element of sunny optimism. We will comment on market and investment returns in more detail next week,...
Moderating expectations
25 June 2021The seemingly never-ending pandemic-induced restrictions and uncertainty is making the forward planning of summer activities quite precarious and frustrating at times. That capital markets have recently borne fewer surprises than...
Investors try to make sense of the Fed’s ‘dot-plot’
18 June 2021The biggest event of the week took place on Wednesday, as the US Federal Reserve (Fed) concluded its two-day Federal Open Markets Committee (FOMC) meeting, where it discussed economy policy and its latest projections on inflation...
Hazy as Carbis Bay
11 June 2021The G7 meeting in St. Ives’ Carbis Bay was rightly the centre of attention in the UK this week and looks to centre on Europe’s leaders cosying up to a much more loveable US administration, at the same time as trying not to...
Going up sideways
4 June 2021May’s returns numbers are in, and the headlines are as follows: a rotation from tech to financials – and from value to growth – as well as a bit more downward pressure on bonds. We have included our usual ‘in review’...
Touch of Goldilocks at the end of May
28 May 2021After a strong April, May felt somewhat of a mixed bag for investors, particularly when stock markets suffered a correction in the middle of the month. However, as the month draws to a close, it is mostly only cryptocurrency holders...