NEWS
JUNE 2021 MARKET UPDATE
— Jun 29, 2021
JUNE 2021 MARKET UPDATE Markets have continued their goldilocks drift upwards - limited gains but very low volatility. Equities are rising, fixed income is stable, property likewise. Industrial commodities (including oil) have retained their strong gains of recent months and the only movement of...
APRIL 2021 MARKET UPDATE
— Apr 30, 2021
APRIL 2021 MARKET UPDATE March saw global equities take a dip mainly due to the rise in bond yields. Global bond yields have been at record levels for some time, many providing a negative yield: if investors hold them until maturity they are certain to incur a loss of capital, never mind the...
MARCH 2021 Market Update
— Mar 30, 2021
MARCH 2021 MARKET UPDATE There was little in the way of significant events over the period other than a continuation of the rotation we wrote about last month, from the highly rated tech stocks into stocks that investors believe will benefit more when lockdowns around the world finally end. The...
FEBRUARY 2021 Market Update
— Feb 24, 2021
FEBRUARY 2021 MARKET UPDATE Global stock markets have mostly held onto the gains made following the strong performance since November 2020 although there are changes happening beneath the surface that are interesting. Firstly, there has been a pronounced rotation within global equity equity markets...
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