A bumpy ride higher for equities
The coronavirus continues to introduce uncertainty, but investors should expect cyclicals to outperform in the first half of the year. Here we identify key catalysts for equity markets.
Changing monetary environment sets the backdrop for a year of change in 2022
2022 will be marked by a role-reversal in monetary policy: crisis support, stimulus and spending replaced by recovery, repair, reduced fiscal stimulus and a return towards “normal”.
Investment team updates – Bullet points 3 December
Latest news from around the investment desks.
Investment team updates – Bullet points 19 November
Latest news from around the investment desks.
Market Monitor – 19 November 2021
Global stock markets have had a mixed week with concerns about rising inflation and increasing Covid-19 infection levels putting a brake on gains.
Market Monitor – 12 November 2021
Stock markets around the world have had a mixed week, with renewed inflation fears denting investor confidence on both sides of the Atlantic as well as in Asia.
Market Monitor – 5 November 2021
Global stock markets have surged this week after central banks in Europe and the United States decided to take a more cautious approach to tightening monetary policy.
Investment team updates – Bullet points 5 November
Latest news from around the investment desks.
Market Monitor – 29 October 2021
Global stock markets have enjoyed a largely positive week, with shares in the US and Europe boosted by solid company earnings reports and easing fears of a coronavirus resurgence.
Market Monitor – 22 October 2021
It has been a mixed week for global stock markets with indices in the United States and China ending up ahead of their European counterparts.
