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Investing in future winners
Equity markets have rebounded strongly from the falls of February and March 2020, to deliver significant outperformance to investors. Our CIO, Shane Balkham was quoted in this article.
The World In A Week – Roaring Twenties 2.0
Last week saw Boris Johnson confirm that England would proceed to the second phase of the lifting of lockdown restrictions on 12th April, as non-essential shops, beer gardens, hairdressers and gyms…
Brexit is yesterday’s news: UK equities are the talk of the town with plenty of value and opportunity
Now that Brexit is firmly yesterday's news, and within the UK we have made great strides in terms of the vaccine rollout to tackle the pandemic, UK equities now look to present a very different…
The World In A Week – Knitting Pattern
Data is confirming the pattern of the economic bounce back. As restrictions are eased, spending on services are increasing. Restaurants, leisure, and hospitality are the main beneficiaries, as…
The World In A Week – Stuck In The Suez
According to urban myths, it is said that when you are in London you are never more than 6ft away from a rat, and it appears that within emerging markets you are never more than two steps away from a…
The World In A Week – Knowing the Price of Everything, but the Value of Nothing…
The last week in markets was quite typical of the environment we have observed for the year to date. There was not an awful lot of movement at the headline level, but quite a lot of volatility and…
The World In A Week – Fiscal Injection
Last week saw President Joseph Biden’s $1.9 trillion stimulus package passed by Congress, which has seen the Organisation for Economic Co-operation and Development (OECD) accelerate its global growth…
Lockdown investing: 10 wealth managers’ top calls
CityWire Wealth Manager interviewed 10 wealth managers on their investment decisions since the first COVID-19 lockdown began a year ago.
UK economy shrinks by 3% during lockdown
The UK economy fell by 2.9 per cent in January, according to the Office for National Statistics.
The World In A Week – Carry On, Not Carried Away
We ended last week with a strong employment number for the US Non-Farm Payroll, adding 379,000 jobs, against an expectation of only 200,000. The US Non-Farm Payroll is a monthly statistic showing…
The World In A Week – LatAm Shenanigans
February was generally a positive month for equity markets, but last week turned out to be quite a bumpy ride, particularly in the US, and notably within the technology sector. Albeit from low…
Eight wealth managers on their top China funds
Wealth Manager asked eight wealth managers about their top China funds to commemorate the Chinese Year of the Ox.
