Investment Updates
Regular investment updates and market views for private clients.
2021 | Market and Portfolio Updates
Quarterly Market Update | July 2021
Macro Highlights Expectations of global economic growth in 2021 continue to be revised higher and even now may prove to be conservative. The release of pent-up demand as vaccines are rolled out and economies re-open, whilst the monetary and fiscal taps still remain fully open, is a heady mix. Since winning the election last November,…
Quarterly Market Update | April 2021
Macro Highlights President Biden’s US$1.9trn American Rescue Plan is approved by Congress. This is in addition to the two fiscal boosts approved by his predecessor in 2020. Further spending packages of US$3trn earmarked for infrastructure and healthcare/childcare are in the pipeline. With pent-up demand set to be unleashed by a successful vaccination programme and the…
Market and Portfolio Update | January 2021
The arrival of a vaccine has set a time line for the pandemic causing markets to celebrate. Share prices around the world have surged and the blue chip FTSE 100 index enjoyed one of its best months on record in November. The UK market made further gains through December as the Brexit trade deal was…
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