Market updates 30 April 2021
Investment team updates – Bullet points 19 March
Our investment team provide their weekly snapshot of market events.
Relationships are not easy: US equities versus Treasuries
As the economy recovers and cyclical stocks begin to outperform, we look at the connection between equities and US Treasury yields.
Market Monitor – 12 March 2021
Global stock markets have been in particularly bullish mood this week as investors shrug off concerns over rising inflation and focus on the prospect of a significant post-pandemic bounce in 2021.
Investment team updates – Bullet points 12 March
Our investment team provide their weekly snapshot of market events.
Covid-19 index: when might life return to ‘normal’? – March 2021
With every country attempting to return to normality following the coronavirus pandemic, we are monitoring when US economic activity might get back on track.
Market Monitor – 5 March 2021
Global stock markets have largely bounced back from the losses sustained late last week (ending 26 February), but investors remain concerned about the possibility of higher levels of inflation and rising interest rates in the months ahead.
Economic forecasts Q1 2021
Third-quarter (Q3) rebounds in activity across developed economies were impressive, particularly in the US, where lockdowns were the least coordinated across states. Momentum has since faded, however, as Covid-19 infections reaccelerated, and a number of support programmes rolled off in the US.
Market updates 12 March 2021
Global Sustainable Outcomes, and how Covid-19 could change the world for ever
We talk to portfolio manager Pauline Grange about global equities and investing in companies which aim to address the world’s biggest environmental and social challenges.
