Russia’s invasion of Ukraine last week was a shocking event and the largest military incursion in Europe since the Second World War. As we watch events unfold on our TV screens it is difficult to predict where this ends. Western …
I thought you may find useful my views on what the current Russia/Ukraine means for clients’ portfolios and the economy. In truth the only person who knows what will happen is President Putin and he is saying very little. Markets …
Last week markets continued to weigh up the likelihood of a Russian invasion of Ukraine, leaving equites down over the period. Meanwhile bond prices rose and yields fell as safer havens were sought. Herein lies the dilemma, particularly for bond …
Global equity markets started last week in recovery mode, but two events dampened enthusiasm as the weekend approached. Thursday saw another forty-year high measure of US inflation, with the CPI showing an annual rise of 7.5%. While this was ahead …
Global stock markets closed a positive week after a roller coaster start to the year. After the previous week’s meeting of the US central bank and a more hawkish tone from Chair Jerome Powell, it was all eyes on the …
Volatility continues to be a feature of markets and last week was no stranger to that. Eagerly anticipated was the latest meeting of the US central bank, the Federal Reserve, to determine any changes to monetary policy. The meeting itself …
Global equity markets sold off quite sharply last week as investors fretted about measures central banks may take to curb inflationary pressures. Front and centre of this is the US Federal Reserve, where expectations are that the bank will raise …
Global equity markets continued to gyrate last week as investors tried to balance the development of Covid-19 and the changing expectations of central bank policy. Although transmission rates of the Omicron variant are much higher than previous iterations, there is …
Data from the US continues to point to a strong economic recovery, with the unemployment rate almost back to pre-Covid levels. Coupled with an inflation rate that is rising at the fastest rate in 40 years (expected to top 7% …
Stock markets ended 2021 in buoyant fashion despite the rapid surge in Covid-19 cases worldwide. Mercifully, the hospitalisation rate has so far been relatively low compared to previous waves, so investors are hoping that further restrictions on activity will not …