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The World In A Week – Knitting Pattern
April 6, 2021
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
March 29, 2021
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…
March 22, 2021
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
March 15, 2021
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
March 15, 2021
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
March 12, 2021
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
March 8, 2021
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
March 1, 2021
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
February 25, 2021
Wealth Manager asked eight wealth managers about their top China funds to commemorate the Chinese Year of the Ox.
The World In A Week – Dr Copper Makes A House Call
February 22, 2021
Last week saw the continuation of a reversal of fortunes for major asset classes. Having been totally unloved since 2016; UK Equities were the only equity asset class in positive territory for the…