by martin robertson | Apr 7, 2022 | Investment Commentary
The Russian invasion of Ukraine continued to be front and centre of investors’ minds last month, although the initial knee-jerk reaction to the conflict by financial markets faded in many cases. Global stock markets were a case in point, rebounding nearly 5% after a...
by martin robertson | Apr 7, 2022 | Investment Commentary
The Russian invasion of Ukraine continued to be front and centre of investors’ minds last month, although the initial knee-jerk reaction to the conflict by financial markets faded in many cases. Global stock markets were a case in point, rebounding nearly 5% after a...
by martin robertson | Nov 17, 2021 | Investment Commentary
Strong corporate results helped global equity markets achieve new all-time highs in October, despite the prospect of slower economic growth and concerns about supply chain disruptions and higher inflation. Although bond market volatility continued, as short-dated...
by martin robertson | Oct 5, 2021 | Investment Commentary
Robust corporate earnings and abundant liquidity enabled global equity markets to make further gains in August and establish all-time highs towards the end of the month. Although economic growth remains strong in absolute terms, at the margin actual numbers and...
by martin robertson | May 18, 2021 | Investment Commentary
The combination of strong economic data, extraordinary fiscal stimulus, negative real interests and central banks prepared to look through short-term supply pressures supported further gains in risk assets in April. Fixed interest held steady despite rising input...
by martin robertson | May 18, 2021 | Investment Commentary
Business sentiment surveys indicate that the economic recovery will continue over the coming months with Q1 GDP surprising on the upside in several key economies – including the US and China. Global GDP estimates have been increased to 5.5% this year and 4% in...
