News

MARKET INSIGHT - December 2020

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Euphoric mood on the markets as thoughts turn to life after COVID-19

November was a historic month for stock market performance, which saw double-digit growth (of around 13%) in the final fortnight. In hindsight, the market consolidation we saw in September and October seems like a bad dream.
Two factors drove equities’ return to favour: firstly...

 

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MARKET INSIGHT - November 2020

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Waiting has been pointless, and the feeling of déjà-vu cannot be ignored.

A writer faces many constraints when drafting a monthly newsletter. Political events are just one consideration, especially when the event in question occurs early on in the period.
The US election led us to delay...

 

 

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MARKET INSIGHT - October 2020

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Market turmoil returns as the US election approaches

Last month, we said that the easy part was over for the equity markets, after a sharp rally since March 2020.
This observation dovetailed with our intention to maintain a...

 

 

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