An excellent and well-timed earnings season!
Expectations in terms of earnings growth in the first quarter of 2021 were high, and yet figures reported by companies are proving even better than expected, both for technology stocks and across the board.
Economic growth and interest rates leave markets caught between a rock and a hard place
These are challenging times for the world’s financial markets.
One month seems indistinguishable from the next…
The return of market volatility, which we featured in last month’s Market Insight, remained unchecked in February.
January isn’t over yet and volatility is already back!
After a strong start to the year in terms of the behaviour of risky assets, the month ended with a return of greater volatility.
Investors are keen to say goodbye to 2020, but left with a number of key questions.
Although the stock markets ultimately delivered a satisfactory performance in 2020, it is reasonable to think that last year will not be fondly remembered by most of us.
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…
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…
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…
