NEWS
APRIL 2021 MARKET UPDATE
— Jun 7, 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
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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...
JANUARY 2021 Market Update
— Jan 22, 2021
JANUARY 2021 MARKET UPDATE It may surprise many people to know that Sir Isaac Newton is almost as famous in the investment world as he is for his work as a scientist. This is due to his experiences in one of the earliest, largest and most famous bubbles of all time, the south sea bubble of the...
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