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.
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.
Covid-19 index: when might life return to ‘normal’?
With every country attempting to return to normality following the coronavirus pandemic, we are monitoring US economic activity as well as other measures of ‘normality’ such as entertainment and leisure, high street shopping, and schools reopening.
Global Perspectives 2021
In 2020 we experienced the extraordinary, in the form of the Covid-19 pandemic that challenged individuals, families, companies, governments and investment markets around the world.
In this series of outlooks from our leading investment experts, we look at how markets and economies have been impacted by the pandemic, and what the future holds for the next 12 months.
Market Monitor – 2021 outlook
The beginning of any new year is a good time to review your financial situation – but it is especially important in 2021 given the tumultuous 12 months that have just come to an end.
European equities: the peak of pessimism is behind us
On diversification, sustainability and competitiveness…
An interview with portfolio manager Benjamin Moore on investing in
Europe, how he goes about looking at companies, and the events of
the past 10 months
No alternative to equities
While political risk, a second Covid-19 wave, lower economic activity and suppressed inflation might trigger a short-term sell-off, in the medium term a high equity risk premium and low rates will support equities
Stock picking paramount in European small cap market
Managing money in a crisis can be challenging, but our long-term investment approach and valuation discipline have helped us take advantage of the market dislocation
European equities – the peak of pessimism is behind us
The world is going to change in 2021! We will have had Brexit, there will be a new president in the White House, and Covid-19 vaccines will be in roll-out.
