My 2021 Christmas, looking to 2022….

Given the ongoing pandemic and the economic fallout that it has caused, there has likely never been a more challenging time to provide an outlook for the year ahead. Nevertheless, we remain cautiously optimistic that global growth will continue, and …

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Market Overview – 14/12/2021

The seriousness of the new Omicron Covid variant is well reflected in the UK government’s announcement on Sunday evening that all adults over the age of 18 can have a booster jab by the end of this month. With cases …

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Market Overview – 07/12/2021

Global equity markets continued their volatile ride last week as the scientific community grappled with the potential consequences of the new Omicron strain of coronavirus. Although data from South Africa suggests that sufferers are demonstrating relatively mild symptoms, it is …

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Market Overview – 02/12/2021

When I wrote last week that Covid-19 remains a serious global medical issue, little did I know that we would be about to see a new variant reach our shores. Looking at the things that markets were concerned about going …

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Market Overview – 23/11/2021

Last week was a stark reminder that after nearly two years, Covid-19 remains a serious global medical issue. This is not just in the under-vaccinated developing world. Parts of Europe are experiencing a fourth wave, forcing governments to implement strict …

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Market Overview – 15/11/2021

The recent run of rises in global equity markets briefly reversed last week in the aftermath of strong inflation data from the US. October saw consumer prices rise by 6.2% , the highest since 1990. Even after stripping out volatile …

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Market Overview – 09/11/2021

Global equity markets continued their upward trajectory last week. On Friday, the broad US Index recorded its 62nd closing all-time high so far this year. (For those who are interested, the record is 78, back in 1995.) A good results …

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Market Overview – 01/11/2021

Over 100 world leaders have gathered in Glasgow this week to try to turn the aspiration of the Paris Agreement of 2015, of limiting global warming to well below 2 degrees (or ideally 1.5 degrees) into action. Disappointingly, neither Russia’s …

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Market Overview – 26/10/2021

The old saying goes that markets climb a wall of worry. The headlines have been full of concerns about soaring energy prices, higher inflation, potential rises in interest rates and a global pandemic that doesn’t seem to have lost its …

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Market Overview – 18/10/2021

World stock markets enjoyed one of the strongest weeks for several months, with major indices rising around 2%. Why the renewed positive sentiment? Simply put, a return to company news-flow with the start of the Q3 earnings season in the …

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