Looking back at the markets through April 2021

A selection of articles looking back through the markets last month. Global Market Review Optimism drives share prices in April Global equity markets generally rose during April, buoyed by encouraging economic data from the US. The International Monetary Fund (IMF) upgraded its forecasts for global growth from 5.5% to 6% in 2021 and from 4.2% … Continue reading “Looking back at the markets through April 2021”

How strong might the UK’s post-Covid economic recovery be?

Despite encouraging signs, policy support will be required for some time to come. It has been a tough start to the year for the UK. As lockdown restrictions continue to slowly ease, we examine the progress made in tackling the Covid-19 pandemic, and whether hopes for a strong economic recovery are well founded. Vaccines offered … Continue reading “How strong might the UK’s post-Covid economic recovery be?”

Looking back at the markets through December 2020

A selection of articles looking back through the markets last month. Global Market Review Shares advance on vaccine optimism After a tumultuous year in which the coronavirus pandemic gripped the world, many major stock markets ended 2020 in positive territory. Investor sentiment was buoyed towards the end of the year by optimism over the prospect … Continue reading “Looking back at the markets through December 2020”

Post-Brexit trade deal: three key takeaways

As 2020 drew to a close, it marked not only an end to a dismal year beset by Covid-19, but also to the UK’s transition period as it ended its membership of the European Union. There was relief over the festive period among investors that a trade deal had been finalised, helping to boost sterling. … Continue reading “Post-Brexit trade deal: three key takeaways”

Are investors adjusting to the new normal?

Potential for recovery following Covid-19 and trends which have accelerated as a result of it give many reasons for optimism heading into 2021. The list of reasons for investor uncertainty heading into 2021 remains long. A global pandemic. Lockdowns. Volatile markets. Political turbulence. Uncertainty over jobs and the economy. Record levels of government borrowing – … Continue reading “Are investors adjusting to the new normal?”

Brexit, US Stimulus and Fed meetings the key focus for investors

Brexit and US Stimulus deadlines pass without meaningful change The Collins Dictionary defines a deadline as ‘a time or date before which a particular task must be finished or a particular thing must be done.’ With US Fiscal Stimulus and Brexit talks both hurtling through yet another pair of ‘deadlines’ at the end of last … Continue reading “Brexit, US Stimulus and Fed meetings the key focus for investors”

Markets vs the Economy: The Big Disconnect

In March, governments across the world scrambled to contain COVID-19 by imposing draconian restrictions on activity.  As offices, shops, roads and rails emptied out, vast swathes of the economy were mothballed.  Over the next six months, we witnessed both the sharpest contraction and the fastest rebound on record, driven entirely by governments’ decisions to restrict … Continue reading “Markets vs the Economy: The Big Disconnect”

Looking back at the markets through October

A selection of articles looking back through the markets last month. Global Market Review The “second wave” breaks Share prices fell heavily around the world during October as Covid-19 infection rates continued to rise. Governments intensified their lockdown measures, triggering concerns over prospects for economic recovery. “In the UK, rising infection rates led the Government … Continue reading “Looking back at the markets through October”

Looking back at the markets through September

A selection of articles looking back through the markets last month. Global Market Review Rising infection levels knock sentiment Share prices generally fell during September amid concerns over rising infection levels and their potential impact on economic activity. Investors’ worries were compounded by doubts over Brexit negotiations, continuing friction between the US and China over … Continue reading “Looking back at the markets through September”

Back on the Brexit rollercoaster: buckle up for a bumpy ride

What’s happening with Brexit? The UK and European Union (EU) resumed Brexit negotiations over the summer but made limited progress. The political drama and posturing that accompanied the proceedings look certain to persist in the coming weeks. It appears the UK intends proposing domestic laws to weaken its Withdrawal Agreement commitments on the border between … Continue reading “Back on the Brexit rollercoaster: buckle up for a bumpy ride”

Looking back at the markets through February

A selection of articles looking back through the markets last month. Global Market Review Investors take fright as coronavirus takes hold As the spread of coronavirus gathered pace across the world during February, investors became increasingly concerned that the economic impact could trigger a global recession.  “Central banks are coming under pressure to respond to … Continue reading “Looking back at the markets through February”

Looking back at the markets through January

A selection of articles looking back through the markets last month. Global Market Review Coronavirus hits investor sentiment Investor sentiment was initially buoyed in January as the US and China signed their interim trade deal, driving US share indices to new all-time highs. However, major global equity markets ultimately ended the month in negative territory … Continue reading “Looking back at the markets through January”

Brexit: what’s next? The crunch dates ahead and what investors expect

“Brexit day” is nearly upon us, but the saga is far from over. We look at the key dates to come and what investors think will be the outcome. The UK voted to leave the European Union by a margin of 52% to 48% in a referendum held on 23 June 2016. Since then, the … Continue reading “Brexit: what’s next? The crunch dates ahead and what investors expect”

Looking back at the markets through December

A selection of articles looking back through the markets last month. Global Market Review Double-digit gains in 2019 Despite a year that was filled with political and social upheaval – from the trade war between the US and China, through Brexit, to the civil unrest in Hong Kong – many world markets achieved double-digit gains … Continue reading “Looking back at the markets through December”

UK election: what does the result mean for the economy and investors?

Boris Johnson has been confirmed as prime minister after the Conservative party made sweeping gains. The Conservative majority government has three key implications for Brexit, which is the most pressing issue for the UK economy. First, it all but guarantees that the UK will leave the European Union (EU). This election was the last barrier … Continue reading “UK election: what does the result mean for the economy and investors?”