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...

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BITCOIN REVISITED

— Jun 9, 2021
“Everything you don't understand about money combined with everything you don't understand about computers”.                        ...

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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...

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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...

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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...

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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...

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DECEMBER 2020 Market Update

— Dec 17, 2020
DECEMBER 2020 MARKET UPDATE As this most unsatisfactory of years concludes another distinct narrative has emerged for Q4. In Q1 we had the emergence...

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NOVEMBER 2020 Market Update

— Nov 27, 2020
NOVEMBER 2020 MARKET UPDATE The most important news of the past month has of course been the US election result and positive results on an effective...

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OCTOBER 2020 MARKET UPDATE

— Oct 28, 2020
OCTOBER 2020 MARKET UPDATE “Plus ça change, plus c’est la même chose” The more it changes, the more it stays the same as the old French...

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SEPTEMBER 2020 MARKET UPDATE

— Sep 21, 2020
SEPTEMBER 2020 MARKET UPDATE If the calendar quarters of 2020 could be likened to films then Q1 would be the Towering Inferno - the prospect of...

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