Process is everything for Pan European Smaller Companies
The onset of Covid-19 in Europe initially saw value and cyclical stocks perform poorly. But as the continent emerged out of the first wave towards the end of summer 2020, this began to reverse.
Market Monitor – 17 September 2021
Stock markets around the world have had another volatile week, with concerns about the difficult post-Covid recovery to the fore once again. Most major indices have, however, managed to avoid serious losses.
Cats, rivers & regulation: the lowdown on Chinese equities
Natasha Ebtehadj looks at the country from an equity investment perspective following a for-profit ban in education companies and increased regulation around its tech giants.
Second-hand clothing to overtake fast fashion
The re-use and second-hand clothes market is projected to double over the next five years to $77 billion and could be twice the size of fast fashion by 2030.
Topix hits 30-year high as PM Suga announces resignation
Daisuke Nomoto examines the events that have seen Yoshihide Suga resign as PM, looks at the potential candidates to replace him, and the implications of each for the market.
Market Monitor – 10 September 2021
Stock markets around the world have spent most of the week on the back foot: concerns over slowing growth and a sluggish post-pandemic recovery have been to the fore again and share prices have displayed higher levels of volatility in the last few days.
Global Sustainable Outcomes – News & Views Q2 2021
This issue looks at how different levels of vaccination and approaches to dealing with Covid-19 have led to some world economies lagging others, and explores how this year the climate crisis became real and what this means for businesses.
Market Monitor – 27 August 2021
Global stock markets have made steady gains this week with investors happy to wait for direction from America’s Federal Reserve bank at its forthcoming annual symposium in Jackson Hole, Wyoming.
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.
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.
