Subscribe to receive our weekly news directly into your email inbox
Subscribe to receive our weekly news directly into your email inbox
The World In A Week – M&A Is The Way
August 10, 2020
Mergers and acquisitions activity saw a significant resurgence since the pandemic halted the economy back in March. The ability to complete transactions on a non face-to-face basis has not proved to…
The World In A Week – Declining Dollar Dominance?
August 3, 2020
As we write this piece on the first working day of August, we thought we would take the opportunity to reflect on the month of July. Broadly speaking it was a mixed month, High Yield bonds posted…
The World In A Week – Interim Update
July 30, 2020
The Federal Reserve concluded its two-day meeting and confirmed, as we fully expected, that the rehabilitation of the US economy will depend largely on the course of the COVID-19 virus. The ongoing…
The World In A Week – The Pain In Spain
July 27, 2020
The week started buoyantly with markets in a risk-on mood following positive news about vaccine trials and governments ordering doses of the vaccine in their tens of millions. However, this positive…
The World In A Week – Interim Update
July 23, 2020
President Trump has finally confirmed that things will get worse before they get better, when he delivered an update on the coronavirus in the US. This is not new news, but it may stoke the fire of…
The World In A Week – Simmering Tensions
July 20, 2020
Markets broadly remained in positive territory last week on the back of encouraging reports from vaccine trials. Data for the second quarter of this year demonstrated that the global contraction has…
The World In A Week – Interim Update
July 16, 2020
We have had a series of data releases this week ranging from inflation, growth, industrial production, unemployment and retail sales. There was very little new news to be gleaned from the numbers;…
The World In A Week – VAT’s The Way Forward
July 13, 2020
Last week, the Chancellor, Rishi Sunak unveiled his latest plan to support the economic recovery. As the job-retention scheme begins to unwind, Sunak has pledged to protect the jobs of furloughed…
The World In A Week – Interim Update
July 9, 2020
Rather than the symbolic red briefcase, our Chancellor, Rishi Sunak, appeared to don a red outfit and played the part of Santa Claus in his summer statement yesterday. His £30 billion giveaway was…
Beaufort Investment is Highly Commended at Money Marketing Awards 2020
July 8, 2020
We are over the moon that Beaufort Investment was ‘Highly Commended’ in this year’s Money Marketing Awards for Best Discretionary Fund Manager. A huge congratulations to all this…
The World In A Week – Getting Back to Business
July 6, 2020
Markets finished last week in an ebullient mode overall which saw MSCI ACWI rising +2.1% in Sterling terms. This was aided in particular by a strong rise in Chinese Equities which jumped +3.9% for…