Covid-19: the inescapable truths faced by investors

Investors will need to be more agile than ever as Covid-19 reinforces many of the trends driving the world economy prior to the outbreak. “At the beginning of the plague, when there was now no more hope but that the whole city would be visited; when all that had friends or estates in the country … Continue reading “Covid-19: the inescapable truths faced by investors”

Looking back at the markets through April

A selection of articles looking back through the markets last month. Global Market Review Painful consequences Following March’s collapse in share prices, global stock markets made a partial recovery in April, although most major indices still sustained double-digit losses compared with the start of the year. As the coronavirus pandemic continued to cut a swathe … Continue reading “Looking back at the markets through April”

Same virus, different market reactions

Coronavirus dominates share market thinking and brought on the big bear dip in most markets. It does not, however, seem to be the severity of the virus that differentiates between the different countries. This week the value of companies quoted on the US Nasdaq index continued to outpace the value of all the listed companies … Continue reading “Same virus, different market reactions”

Looking back at the markets through March

A selection of articles looking back through the markets last month. Global Market Review March Meltdown The extended bull run came to an abrupt end in March as the coronavirus continued to spread into Europe and America, and a collapse in confidence pushed share indices into bear-market territory. Investors suffered exceptionally high levels of volatility … Continue reading “Looking back at the markets through March”

China standing out among emerging markets

Like those almost everywhere else, emerging markets (EMs) suffered a coronavirus shock in March. Having plunged by nearly a third in the early part of the month, however, EM share prices partly recovered towards the end. Promises of large-scale monetary and fiscal stimulus in the US arrested the declines, but EM stocks still had a … Continue reading “China standing out among emerging markets”

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 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”

Don’t lose your investment marbles in emerging markets

If one of your investments jumped 3,800% in less than a year how happy would you be? Ecstatic, probably. Now imagine how you would feel if 98% of these gains evaporated within a short few minutes. Utterly terrible, I’m sure. Well, that’s exactly what happened to shareholders in Hong Kong listed ArtGo last month  – … Continue reading “Don’t lose your investment marbles in emerging markets”

Looking back at the markets through October

A selection of articles looking back through the markets last month. Global Market Review Election fever October saw the UK plunge into election fever as progress on Brexit once again ground to a halt. Although Prime Minister Boris Johnson managed to reach a new Brexit Withdrawal Agreement with the EU , he failed to win … Continue reading “Looking back at the markets through October”

It really is a digital world

Over the last ten years of recovery from the boom and bust of the western banking crash, shares have performed well. World equities have produced a return of 155% over the decade. The years have been characterised in the advanced world by an unusual combination of low interest rates and low inflation. Cheap imports from … Continue reading “It really is a digital world”

Looking back at the markets through September

A selection of articles looking back through the markets last month. Global Market Review What next for Brexit? The long-running Brexit saga took a new twist in September as the clock continued to tick towards its Hallowe’en deadline. After being suspended earlier in the month, the UK Parliament was hastily reconvened towards the end of … Continue reading “Looking back at the markets through September”

Asia set to become sustainable investment hub

The region presents investors with a growing range of opportunities to generate positive returns and have a positive impact on the planet at the same time. Asia looks set to become a hotbed for sustainable investment, driven by structural economic factors, growing institutional allocations and tightening regulations. Investors in Asia have lagged developed market peers … Continue reading “Asia set to become sustainable investment hub”

Looking back at the markets through August

A selection of articles looking back through the markets last month. Global Market Review Parliament’s suspension creates controversy The prospect of a no-deal Brexit crept closer during August as Prime Minister Boris Johnson announced that Parliament would be suspended shortly after MPs return from their summer break until the Queen’s Speech on 14 October. The … Continue reading “Looking back at the markets through August”

Looking back at the markets through July

A selection of articles looking back through the markets last month.   Global market review Possibility of “no deal” moves closer Boris Johnson beat Jeremy Hunt during July to become the new leader of the Conservative Party and the UK’s new Prime Minister. The new Government’s harder-line approach to Brexit – and the increased prospect … Continue reading “Looking back at the markets through July”

Looking back at the markets through June

A selection of articles looking back through the markets last month. Brexit: no further forward   Global market review The third anniversary of the Brexit referendum came and went in June, and still the issue of Brexit remained up in the air. As the clock ticked towards the extended deadline of 31 October, the Conservative … Continue reading “Looking back at the markets through June”