The UK’s impressive procurement and vaccine roll out has resulted in a dramatic fall in Covid cases, hospitalisations and deaths. These improvements in the nation’s health have helped ease lockdown restriction far earlier than expected. It is the UK success…
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Quarter one was a tough period for fixed income investors and particularly for government bond holders. Yields rose in most government bond markets as the roll out of vaccines improved the chances of an economic recovery soon than previously expected.…
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You may have noticed a recent return to form for stock markets after the correction we suffered in March after US 10-year treasury yields hit 1.7% over the expectation of higher future inflation in the USA. These recent equity market…
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The IMF has given the US an upgrade in its growth forecast for 2021. They are now projecting that the US economy will grow by 6.4% this year and will also surpass its pre-pandemic GDP levels. In contrast most other…
Read more... The fixed interest bond markets are usually seen as ‘safe’ investments, but 2021 has become a problem year for bonds with expectations over rising inflation hitting real yields and values. In the past three months UK gilt funds have fallen…
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Investors looking at their one-year portfolio returns may well be astonished to find double-digit return figures, ranging from around 15% for lower risk strategies to close to 50% for pure global equity portfolios. Global stock markets have returned impressive figures…
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Global stock markets have suffered a significant correction over the past three weeks, a correction that has particularly hit US tech stocks. Ironically, the reasons why we have seen such a concentrated fall in value is a result of the…
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It is less than a year since Rishi Sunak presented his first Budget, after having been in the role of Chancellor for less than a month. His despatch box première featured an allocation of £12bn towards mitigating the impact of…
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Global stock markets have fallen around 4% over the past 10 days with Friday seeing heavy one day falls. These asset value reductions were the result of recent rises in US treasury yields due to the expectation of rising inflation…
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