Market Monitor – 22 October 2021

MarketUpdates

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.

Market Monitor – 15 October 2021

MarketUpdates

Stock markets around the world have made solid gains this week as recent fears over rising inflation and global supply chain blockages have receded.

Investment team updates – Bullet points 22 October

MarketUpdates

Our investment team provide their weekly snapshot of market events.

Investment team updates – Bullet points 8 October

MarketUpdates

Our investment team provide their weekly snapshot of market events.

Market Monitor – 1 October 2021

MarketUpdates

Stock markets around the world have ended September with a whimper, and many bourses have recorded steep losses this week.

Market Monitor – 24 September 2021

MarketUpdates

In a rollercoaster week, global stock markets have managed to claw back sharp losses as fears of a major debt crisis in China eased.

Process is everything for Pan European Smaller Companies

The onset of Covid-19 in Europe initially saw value and cyclical stocks perform poorly. But as the continent emerged out of the first wave towards the end of summer 2020, this began to reverse.

Climate change to bear upon banks’ financial performance

For investors evaluating financial institutions, the climate crisis will soon become a key consideration. Our research shows there is already a wide dispersion between the sector leaders and laggards.

Walking the delicate path to normalisation

In spite of summer jitters in financial markets, we expect governments will cautiously normalise monetary policy and global growth will remain robust. We believe there is further upside for equities, especially in cyclical sectors poised to gain from economic reopening.

Market Monitor – 17 September 2021

MarketUpdates

Stock markets around the world have had another volatile week, with concerns about the difficult post-Covid recovery to the fore once again. Most major indices have, however, managed to avoid serious losses.