EDITION 36 PORTFOLIO SELECTIONS 2021 has been a remarkable year for investment with as much happening that both supports and undermines market confidence. We started 2021 with President Biden Democrats winning the Georgia State Senate run-off election and with-it overall…
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The eurozone economy has outperformed expectations as it grew by 2.2% in Q3, matching the previous quarter. This leaves the level of economic activity just 0.5% below its pre-pandemic peak, meaning that the recovery in GDP should be complete this…
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China has taken action designed to limit the power of major internet providers. This regulatory tightening in the summer sent some jitters through markets. This shift in regulation was to support a more common prosperity by limiting the profits of…
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The Nikkei 225 index saw significant growth at the end of 2020 but has achieved little in 2021. Despite the flatlining look of the index’s performance this year to date, Japanese corporate earnings momentum remains strong. There are many good…
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Back in 2013 emerging market economies were hurt by the Federal Reserve’s action to reduce the rate of its post financial crisis QE. This sent stock markets and foreign currency values into correction territory. Today as the current Fed confirmed…
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After a very strong equity recovery in 2020 and early 2021, this summer and autumn has seen the global economy show signs of nervousness. We are suffering what should be short term energy price spikes, supply chain weaknesses and labour…
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The US congress has been working through several key pieces of legislation including a bill to ensure that the government continues to be funded. Each October, at the end of the fiscal year, Congress votes on extending the debt ceiling.…
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Friday 5th November was another good day for world stock markets. In fact, the first week of November has given consistent daily returns to the world’s leading equity markets. The Federal Reserve announced last Thursday that it would be starting…
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Leading fund management groups remain confident of a robust recovery in the world economy but this outlook has tilted in a stagflation direction as growth momentum fades and price pressure rises. Global growth is still on track but the resultant…
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