The crowds are returning!
Investing in the UK has felt a little like the football experience we have endured over the past year: without the crowds it’s been a lonely game. However, at long last the crowds are coming back.
Market Monitor – 14 May 2021
Stock markets around the world suffered heavy losses this week as inflation concerns re-emerged.
Lessons from the backyard on fiscal policy
Getting the balance correct between short-term relief checks and long-term infrastructure spending is critical.
Market Monitor – 7 May 2021
Global stock markets have enjoyed another buoyant week as expectations of a strong recovery from the pandemic in Europe and North America grow.
Investment team updates – Bullet points 7 May
Our investment team provide their weekly snapshot of market events.
CIO market outlook
CIO William Davies gives his current thoughts on the shape of the recovery, what impact different levels of stimulus and the speed of vaccination campaigns may have in Europe and the US, and which structural trends have been accelerated by the pandemic.
Market Monitor – 30 April 2021
Global stock markets have managed to consolidate their recent gains this week, with optimism about a return to economic normality over the course of 2021 still the main focus.
Investment team updates – Bullet points 30 April
Our investment team provide their weekly snapshot of market events.
Market Monitor – 23 April 2021
Concerns about rising Covid-19 infection rates around the world have prompted sharp falls on global stock markets this week, erasing some of the gains made earlier this month.
Investment team updates – Bullet points 23 April
Our investment team provide their weekly snapshot of market events.
