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The World In A Week – Seasons Of Change
June 22, 2020
Following on from last week’s opening of some non-essential businesses, it is likely that Boris Johnson will announce a relaxation of the 2-metre social distancing rule tomorrow. This should pave…
The World In A Week – Interim Update
June 18, 2020
It appears to be more of the same for this mid-week update. The predictable cycle of forward guidance regarding more economic stimuli, in order to combat the fear of unemployment numbers, and the…
The World In A Week – The Doors Are Opening
June 15, 2020
It has been 84 days since lockdown in the UK was announced in which we have seen a period of great change and an immediate shift to our lifestyles. We have seen just over a quarter of the UK‘s…
The World In A Week – Interim Update
June 11, 2020
Two important publications have been produced since our update on Monday. Firstly, we had the OECD’s (Organisation for Economic Co-operation and Development) Economic Outlook, which was predictably…
The World In A Week – The Sky’s The Limit
June 8, 2020
Risk assets enjoyed another strong week at Friday’s close, led by US equities. It is almost incomprehensible to think that the S&P 500 and the US dollar are almost back to the same levels seen at…
The World In A Week – Interim Update
June 4, 2020
They just keep on coming. The latest in stimulus packages, at a modest €130 billion, comes courtesy of Germany. This is for Germany rather than the Eurozone and was much larger than expected, with…
The World In A Week – Lockdown Wind-down
June 1, 2020
The last week saw a broad risk-on sentiment emerge, with global Equities as measured by MSCI ACWI return +2.1% in GBP Terms. This was driven by Japanese and European Equities, while US Equities…
The World In A Week – Interim Update
May 28, 2020
News flow is beginning to contain something other than easing of lockdowns and vaccines. Economies around the world are beginning to re-open, ahead of the schedules that were first announced back in…
The World In A Week – Crunch Time
May 26, 2020
Tensions are running high. The balance between keeping economies locked down in order to protect the health services, and the desire to loosen lockdown measures in order to lessen the long-term…
The World In A Week – Interim Update
May 21, 2020
It is happening again. President Donald Trump has been busy with his Twitter account this week and the focus of his attention is China. Trump’s increasingly critical comments of China could be a…
The World In A Week – Schools Out
May 18, 2020
A recent rally in equity markets has seen the S&P 500 only down by -2.6% in 2020 in Sterling terms. However, the FTSE All-Share remains the poorest performing equity asset class; down -23.0% for…
The World In A Week – Interim Update
May 14, 2020
We knew it was coming, but that did not stop the market from overreacting to what is undeniably a certainty. The UK economy shrank at the fastest monthly rate on record during March, due to the…