Investment Comment June 2021

Markets were unsettled in May, with the main equity indices outside Europe ending the month in negative territory. Significant volatility returned to…

Investment Comment May 2021

Covid-19 showed no sign of leaving international headlines in April, one year on from the first full month most European countries spent in…

Investment Comment April 2021

Markets remained unsettled in March by the rise in US Treasury yields and concurrent rise in inflation expectations. This has broad implications across…

Investment Comment March 2021

In February, optimism surrounding the global vaccine rollout and renewed inflation expectations combined to drive up bond yields and cyclical…

Investment Comment February 2021

After an eventful 2020, the New Year began with several major changes. Joseph Biden was inaugurated as the 46th President of the United…

Investment Comment January 2021

December saw a resurgence in coronavirus disruption worldwide, leading governments to impose travel restrictions and lockdowns. A new…

Investment Comment December 2020

November was an eventful month for capital markets. Joseph Biden won the US Presidential election, and there were breakthrough trial results of Covid-19…

Investment Comment November 2020

Coronavirus cases continued to rise globally in October, and several countries saw a return of lockdown measures aimed at containing the virus. Political…

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