Market Monitor – 4 June 2021
Global stock markets have made modest gains this week, with investors welcoming yet more clear signs of economic recovery on both sides of the Atlantic.
Covid-19 index: when might life return to ‘normal’? – June 2021
With more countries attempting to return to normality following the coronavirus pandemic, we are monitoring US economic activity as a bellweather for global recovery.
Asset allocation update: standing pat
Maya Bhandari looks at how the team has managed its asset allocations over the past couple of months and where they believe the best risk-adjusted returns will come from.
Market Monitor – 28 May 2021
Stock markets have made modest gains this week, shrugging off recent volatility and focusing on the post-pandemic global economic recovery.
Economic forecasts
William Davies looks at what has been happening in various regions around the world in Q2, from economic performance and fiscal stimulus packages to the pace of reopening “post-Covid” and job prospects, and what it all might mean for the future.
Market Monitor – 21 May 2021
Global stock markets have endured another highly volatile week as optimism over the post-pandemic reopening of economies around the world has been tempered by ongoing inflation concerns.
Sustainable aviation fuel is ready for take-off
The aviation sector consumes around 8% of all oil. How realistic are attempts to reduce emissions through the use of sustainable aviation fuel?
UK Equities: 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.
