In June, many governments moved to ease lockdown measures and restart their economies. Equity markets continued to trend higher on the positive news…
Investment Comment
July 2020
Investment Comment
June 2020
May saw a continuation of the recovery of market sentiment seen in April. Equity markets continued to rally and towards the end of…
Investment Comment
May 2020
Markets have recovered in part from the declines across asset classes seen in March. Aided by stimulus packages from central banks, developed market…
Investment Comment
April 2020
The first quarter of 2020 saw market volatility not experienced since the Global Financial Crisis. With many markets hitting record highs in February,…
Investment Comment
March 2020
The spread of the Covid-19 virus outside of China derailed equity markets in February. At the time of writing (5 March), there have…
Investment Comment
February 2020
Global equity markets pulled back at the end of January, following the outbreak of the coronavirus in Wuhan, China. The virus has since…
Investment Comment
January 2020
In marked contrast to 2018, equity markets rallied through the final quarter of 2019, with many geographies ending the year at or close…
Investment Comment
December 2019
Positive sentiment in global markets continued in November. Developed markets again outperformed emerging markets, adding to the notable performance divergence this year. Perceived…
In July, the full impact of the coronavirus pandemic was seen on a national level in quarterly GDP data. The US recorded a…