Economic and market insight
A long and honourable reign has ended. We are deeply saddened by the passing of Queen Elizabeth II, and our thoughts are with the Royal Family.
After a lengthy political vacuum over the summer, incoming prime minister Liz Truss must move fast to get to grips with a daunting set of challenges. An energy price cap (costing billions) seems inevitable.
The Old Lady of Threadneedle Street is putting off a ghoulish vibe, giving people the chills despite the summer drought.
A faultless tournament from the English women’s football team lands a team of dreamers a top-shelf prize, offering a welcome ray of good news in a tough year.
The eyes of the world’s markets are firmly on the US as it gears up for a critical week of economic data releases and corporate earnings announcements.
The central banks’ fight against inflation blazes on, now joined by boiling weather all over the Northern Hemisphere. Why does Europe have the toughest path ahead of it?
It’s bye bye for Boris after one scandal too many, yet it shouldn’t affect UK markets much if at all. Meanwhile, the Bank of England is making sure British banks are as safe as houses.
It was the worst six months in 50 years for US stocks, yet the market is still comfortably higher than before the pandemic struck. Risks have risen, but there’s also room for optimism.
Earnings are booming in the West as the recovery rolls on despite investor nervousness.
Recent inflation headlines have made for uncomfortable reading, and volatility picked up as investors remained sceptical of policymakers’ messaging. But we don’t think rising inflation is here to stay as there are too many other phenomena that will push it down.
America is opening up along with the spring blossoms, and a strong summer of spending seems to be on the way. The rebound in fortunes has helped the S&P 500 reach new highs which, as chief investment officer Julian Chillingworth notes, go hand in hand with rising yields.
Bond yields and a new season’s flowers both sprung up last month, heralding an end to the dark days of lockdown winter. Chief investment officer Julian Chillingworth ponders the big question on investors’ minds – does this also foreshadow a prolonged period of higher inflation?
After a busy start to the year there’s still a lot of uncertainty swirling around in markets. But economies tend to bounce back hard after sombre periods, and hope remains that our eventual return to ‘normal’ will be no different.
A roller-coaster of a year finished on a high note for the markets, and we start 2021 with a sense of relief that one of the most difficult years many of us have ever experienced is behind us.
With a clutch of vaccines on the way soon, equity markets were in a buoyant mood in November. But there are still a lot of things we don’t know – and even some things we don’t know that we don’t know…
Equities fell in October as investors came to terms with tighter lockdown restrictions, but hopes for a new round of US stimulus under President-elect Joe Biden have buoyed markets, and Chief investment officer Julian Chillingworth reckons we should take heart.
With summer fading into memory, a long uncertain winter of social distancing lies ahead. It’s easy to feel gloomy, but as chief investment officer Julian Chillingworth argues, we should try not to buy into the doom.
As summer winds down and the pandemic persists, governments are finding it hard to taper their support measures.
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