NEWS
JUNE 2020 MARKET UPDATE
— Jun 19, 2020
JUNE 2020 MARKET UPDATE I like to think (and the sooner the better!) of a cybernetic meadow where mammals and computers live together in mutually programming harmony like pure water touching clear sky. I like to think (right now, please!) of a cybernetic forest filled with pines and...
MAY 2020 MARKET UPDATE
— May 26, 2020
MAY 2020 MARKET UPDATE We spoke last month about markets pausing for breath and this has generally proved to be the case, with UK and US Equity indices having pretty much traded sideways since we wrote our article. We feel that we are now approaching the yawning chasm where the focus turns from...
APRIL 2020 MARKET UPDATE
— Apr 23, 2020
APRIL 2020 MARKET UPDATE Whilst markets fell further than we anticipated at the start of the coronavirus outbreak in China, as it became apparent that this was much worse than the SARS flu outbreak we referred to in our previous note on coronavirus and its impact, our conclusions remain the same. ...
MARCH 2020 MARKET UPDATE
— Mar 26, 2020
MARCH 2020 MARKET UPDATE Global stock markets have continued on their downward path, with the coronavirus prevention measures going much further than could ever have been anticipated and affecting huge swathes of the economy. Nevertheless, it remains our view that a sharp recovery in both the...
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