March 2020 has witnessed capital markets display quite extraordinary dynamics. In this past four weeks, we have experienced both bear market conditions with falls of in excess of 20% and bull market conditions with stock gains of over 20% in…
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Despite some concerns at the end of the day as the US Senate wrangled over the details of the $2trn US fiscal stimulus, US markets closed in positive territory for the second consecutive day. This may not sound remarkable but…
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US markets rallied by between 9% and 11% yesterday as investors priced in two pieces of good news. Donald Trump surprised markets by suggesting yesterday that the US lockdown could be over by Easter. Clearly this timeline is not in…
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In the past few weeks, we have witnessed the most dramatic loss of wealth and liberty that the world can recall in peacetime. The Dow Jones Industrial Average has fallen by 32.3% and millions of people throughout the world are…
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Perhaps we can learn from the stock market performance from 1917 when the world was gripped by both the Great War and deadliest flu virus in history. The so called Spanish Flu infected an estimated 500 million people which in…
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In this past week we have witnesses a massive ramping up of action taken by national governments and central banks across the world as they seek to win the battle against the health and economic impact of the Coronavirus pandemic.…
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US equity markets yesterday saw double-digit falls at close to -12%, the worst single day since Black Monday October 1987, and only the third worst session since October 1929. As well as the fall in equities, yesterday also saw a…
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Last week was the worst week for stock markets since 2008. The FTSE 100 index has in one month fallen in value by 27%. It stood at 7452 on Valentine’s Day and by Friday 13th March was down to 5366.…
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Back in November 2019, when I was conducting my research for the 32nd Edition of our investment portfolios, the outbreak of Coronavirus in Wuhan province and the impact it was starting to have upon the health of China was one…
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