9 September 2021 Investment Comments
Investment Comment September 2021

The collapse of Afghanistan’s US-backed government and the end of the 20-year war dominated news flow in August but the events did little…

Investment Comment August 2021

The main theme dominating markets in July was a continued move away from so-called ‘rotation’ trades, as inflation fears receded and earnings season…

Investment Comment July 2021

Markets were relatively calm in June, as equity markets in all geographies except the UK inched up. Bonds likewise rallied, with longer dated developed…

Investment Comment June 2021

Markets were unsettled in May, with the main equity indices outside Europe ending the month in negative territory. Significant volatility returned to cryptocurrency…

Investment Comment May 2021

Covid-19 showed no sign of leaving international headlines in April, one year on from the first full month most European countries spent in…

Investment Comment April 2021

Markets remained unsettled in March by the rise in US Treasury yields and concurrent rise in inflation expectations. This has broad implications across…

Investment Comment March 2021

In February, optimism surrounding the global vaccine rollout and renewed inflation expectations combined to drive up bond yields and cyclical stocks. This came…

Investment Comment February 2021

After an eventful 2020, the New Year began with several major changes. Joseph Biden was inaugurated as the 46th President of the United…

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