Last week proved to be another volatile one for global markets as worries over inflation and possible policy responses from central banks exercised investors’ minds. Bond yields continued to move higher. Slightly better news came when it was announced that …
September proved to be a disappointing month for global equity markets, posting the first decline this year since January. Contributing factors include – ongoing disruption caused by the Covid-19 Delta variant, supply chain bottlenecks, inflationary pressures and concerns over the …
Global stock markets wobbled at the start of last week as Chinese real estate giant Evergrande inched closer to sinking in a sea of debt. Can a largely Chinese problem transmit to other markets was the question being asked. A …
Global stock markets ended the week on a soft note as a number of factors weighed on sentiment. Recent economic data, particularly from China, has shown a deceleration in the pace of activity compared with a few months ago. In …
Last week saw global equity markets ease back from recent strength. US shares fell in every session, although the declines over the five days were only around 2% for the broad indices. With market participants now back from holiday, it …
August closed out with the US stock market rising for the seventh month in a row (January was a down month). This puts the broad equity index ahead by 20% since the start of 2021. Given that stocks recovered sharply …
A mildly risk-off week for global equities last week, with a slight pick-up in volatility. With the Q2 corporate results season more or less complete – 87% of US companies beat estimates – the lack of news flow over the …
With the global backdrop remaining supportive, US and European equity markets produced positive returns last month. UK equities also rose with a particularly strong performance from mid-cap companies. Japan was down 2% with the start of the Tokyo Olympics overshadowed …
A lot of the market narrative over the past few months has centred around the success of the Covid-19 vaccines and the gradual unlocking of the global economy. These factors, while very welcome, have also fed into concerns about supply …
Stronger than expected employment numbers from the US on Friday confirmed that despite the onset of the new Covid variant, the economy continues to recover. In parallel of course is the increasing proportion of the population being vaccinated, which serves …