Investment team updates – Bullet points 20 August

MarketUpdates

Our investment team provide their weekly snapshot of market events.

Is Japan really a disappointing equity market?

Alex Lee challenges the country’s reputation as poor for equities, examines its performance over the past decade and outlines why he thinks Japan’s long-term prospects remain favourable.

Market Monitor – 13 August 2021

MarketUpdates

Global stock markets have made steady progress this week: while there is still no sign of an imminent tightening of monetary policy by any of the major central banks, concerns over the spread of the Delta coronavirus variant continue to limit gains.

Covid-19 index: when might life return to ‘normal’? – August 2021

As one of the world’s largest economies the US is a key focus for investors. With every country attempting to return to normality following the coronavirus pandemic, we are monitoring when US economic activity might get back on track, as well as other measures of “normality” such as entertainment and leisure, high street shopping, and schools reopening. The result is an index that measures progress toward a post-pandemic world.

Investment team updates – Bullet points 6 August

MarketUpdates

Our investment team provide their weekly snapshot of market events.

Market Monitor – 30 July 2021

MarketUpdates

Stock markets have managed to rebound from losses early in the week as fears over a regulatory crackdown by Chinese authorities subsided.

Market Monitor – 23 July 2021

MarketUpdates

In another highly volatile week, stock markets around the world have managed to claw back some of their early losses – but concerns about the impact of the Delta coronavirus variant are very much to the fore.

Investment team updates – Bullet points 23 July

MarketUpdates

Our investment team provide their weekly snapshot of market events.

Japan: Olympic host’s equity market is uniquely positioned

Japan

With the Tokyo Olympics scheduled to take place later this month, all eyes will be on Japan this summer.

EU’s ‘Fit for 55’ strengthens sustainable outcomes focus

EU

The European Commission has unveiled its Fit for 55 roadmap setting out the transformation to deliver the European Union’s 2030 target of reducing net greenhouse gas emissions by at least 55% by 2030.