Investment Comment
Investment Comment January 2021
December saw a resurgence in coronavirus disruption worldwide, leading governments to impose travel restrictions and lockdowns. A new variant of the virus was detected in the UK, prompting European countries to restrict travel to and from ...
Investment Comment December 2020
November was an eventful month for capital markets. Joseph Biden won the US Presidential election, and there were breakthrough trial results of Covid-19 vaccinations from Pfizer/BioNTech and Moderna, which both recorded over 90% effectiven ...
Investment Comment November 2020
Coronavirus cases continued to rise globally in October, and several countries saw a return of lockdown measures aimed at containing the virus. Political events continue to influence markets and macroeconomic developments, as epidemiologic ...
Investment Comment October 2020
The global equity market rally that had powered stocks into positive year to date territory lost steam in September. The MSCI World ended the month down 0.05% in September and 4.22% on the year. A resurgence in Coronavirus cases across Eur ...
Investment Comment September 2020
Global stocks recorded their largest August gain since 1986. Apple became the first US listed company to reach a $2tn market capitalization. The VIX index, which measures volatility, fell to its lowest level since March. However, there rem ...
a wise man will hear and increase in learning