November was dominated by rising coronavirus hospitalisations in parts of Europe and concerns about the new Omicron variant. Markets started the month off strongly, with all major US indices reaching…
Read More
“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…
Read More
Global Market Overview – 3rd Quarter 2021 Developed market equities were broadly flat over the third quarter following a decline in September that erased the quarter’s prior gains. Year to…
Read More
“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…
Read More
“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…
Read More
Global Market Overview – 2nd Quarter 2021 Over the second quarter of 2021, governments in most developed countries continued to relax COVID- 19 confinement measures and economic activity marched ahead.…
Read More
“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,…
Read More
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…
Read More