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