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?”

UK mid-caps – far from middle of the road

No matter what their size, the past few years have been tricky for UK companies. First Brexit, then the Covid-19 pandemic – two headwinds that saw many investors leave the UK equities market for more certain climes. Now though, with an acceptable Brexit conclusion and a potential vaccine-led recovery, we believe UK equities, mid-caps in … Continue reading “UK mid-caps – far from middle of the road”

Steering a course to UK equities for the opportunities ahead

It’s not an easy time to be an investor. 2020 was a rollercoaster year whatever asset class you invested in. Even looking ahead, it’s understandable that investors may be nervous about making any big asset allocation decisions at the moment. However, at times of uncertainty and change, some of the best investment opportunities can reveal … Continue reading “Steering a course to UK equities for the opportunities ahead”

Looking back at the markets through January 2021

A selection of articles looking back through the markets last month.  Global Market Review “Unintended consequences” Financial markets are becoming increasingly vulnerable to a sharp correction that would, in turn, jeopardise stability, according to the International Monetary Fund (IMF). The IMF warned that investors’ expectations of continued support from governments and central banks has generated … Continue reading “Looking back at the markets through January 2021”

The virus prolongs its economic damage

As President Biden takes office, he highlighted the heavy Covid-19 death toll – now exceeding 400,000 – and the other damage done by the pandemic in the USA. The winter in the Northern hemisphere has not been kind, with a major surge in infections on both sides of the Atlantic. There have now been 96 … Continue reading “The virus prolongs its economic damage”

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”

Trade policy under Joe Biden

Donald Trump’s focus on trade will be tempered under President-elect Joe Biden, but he understands the potency of Mr Trump’s rhetoric on these matters. President Trump in 2016 set out to slash the large US balance of trade deficit. He identified his villains – China, Germany and Japan – and set about exposing the villainy. … Continue reading “Trade policy under Joe Biden”

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”

Debts, deficits and stimulus

We have just witnessed the Japanification of world finance as central bank attempt to counteract measures to stop Covid-19. How will this all end? Never before in human history has so much extra money been created by central banks and thrown at a deep recession. Never have governments pledged to borrow so much as they … Continue reading “Debts, deficits and stimulus”

Commercial Property Market Review – October 2020

Our monthly property market review is intended to provide background to recent developments in commercial property markets, as well as to give an indication of how some key issues could impact in the future. Google commits to London office space Although the multinational US tech giant has informed its 4,500 staff in the UK they … Continue reading “Commercial Property Market Review – October 2020”

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”

UK recovery loses momentum as Covid-19 effects linger

The latest monthly UK GDP estimate shows the economy returning back to growth on a rolling three-months basis – up 8% compared to a -7.6% contraction in July, which should ensure double digit growth for the third quarter. However, the data also reveals a significant loss in momentum, as monthly growth was down from 6.6% … Continue reading “UK recovery loses momentum as Covid-19 effects linger”

Looking back at the markets through August

A selection of articles looking back through the markets last month. Global Market Review   Share price rises defy an uncertain outlook Global share prices generally rose during August as investors took heart from ongoing fiscal and monetary support alongside some encouraging economic data. Nevertheless, the global economic outlook remains “highly uncertain”, according to the World … Continue reading “Looking back at the markets through August”

Has “Eat Out to Help Out” saved the UK hospitality sector?

The UK’s hospitality industry began to emerge from lockdown on 4 July when pubs, restaurants and cafes in England were allowed to re-open. Their Scottish counterparts followed from mid-July. The end of lockdown didn’t mean an end to the challenges facing the sector, with social distancing rules limiting capacity and customers wary of venturing to … Continue reading “Has “Eat Out to Help Out” saved the UK hospitality sector?”