by martin robertson | May 18, 2021 | Investment Commentary
Hopes for global economic recovery are still pinned on a successful vaccine rollout which should allow services and consumption to catch up with the rebound in manufacturing. With monetary policy remaining supportive and more fiscal stimulus expected, there is...
by martin robertson | May 18, 2021 | Investment Commentary
Global equities returned nearly 5% in December, making a Q4 total of 15% in local currency terms. However, for UK based investors, sterling’s appreciation to $1.37 on dollar weakness and the Brexit trade deal reduced this to 9%. A change in sector leadership helped...
by martin robertson | May 18, 2021 | Investment Commentary
Global equities recorded their best month for 45 years in November, as optimism surged on positive vaccine news and relief that the US election did not produce any major negative surprises. Gains were widespread geographically as well as across asset classes from...
by martin robertson | Nov 25, 2020 | Investment Commentary
The resurgence of COVID-19 in Europe and the US continued to occupy the minds of investors during October. The increased pace of COVID-19 infections has triggered fresh lockdowns in Europe and this will set economic activity into reverse in Q4. Equity markets having...
by martin robertson | Oct 8, 2020 | Investment Commentary
Equity markets paused for breath in September after a steady rebound from the 23 March low. The global economic recovery continues but a second wave of COVID-19 in Europe and regional lockdowns are a timely reminder that the pandemic still has some way to run. ...
by martin robertson | Jul 14, 2020 | Investment Commentary
The global economy may be in the deepest recession for decades but – with signs that the worst could be over despite sporadic resurgences in Covid-19 infection rates – financial markets have been swift to discount both a recovery and a return to normality. Global...
