After a strong 2021, it has been a testing start to the year for equity markets. Spiralling inflation, concerns about central bank tightening and tensions in Eastern Europe drove the…
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After a strong 2021, it has been a testing start to the year for equity markets. Spiralling inflation, concerns about central bank tightening and tensions in Eastern Europe drove the…
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Our new look commentary is now available! Click the button below to see it. Global Market Overview November was dominated by rising coronavirus hospitalisations in parts of Europe and concerns…
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“Individuals who cannot master their emotions are ill-suited to profit from the investment process.” –Benjamin Graham; author of The Intelligent Investor Global Market Overview After retreating in September, stocks regained…
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“In investing, what is comfortable is rarely profitable.” – Robert Arnott Global Market Overview Strong economic data came through during August, though much of the developed world appears to be…
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“Buy good companies, don’t overpay and do nothing.” – Terry Smith, Fundsmith CEO & Founder Global Market Overview The global economic recovery continued in July, with the vaccine rollout making…
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“It isn’t growth versus value, it isn’t the level of markets, it isn’t the economic growth rate in 2021 or the progress of the pandemic, but it is understanding change,…
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Global Market Overview In April, expectations for spectacular economic growth turned from forecast to fact, as the reopening of economies lifted developed market economic data. Markets spent much of the…
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Global Market Overview – 1st Quarter 2021 The first quarter of the year was dominated by rising bond yields and a value-led equity market rally. The two key drivers of…
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Global Market Overview The drop in infections and the rapid vaccination rollout continued to drive markets higher in February. The UK and US are progressing well with their vaccination programmes…
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