The quarter ending 30 September 2021 has been eventful with respect to market news but, despite significant weakness in Asia and Emerging…
Investment Comment
October 2021
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…
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…
October is infamous for hosting some of the most dramatic stock market falls in history: the 1907 ‘Bank Panic’, the ‘Crash of 1929’…