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…
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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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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.…
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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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Market Insights Whilst first-quarter global growth will be at best sluggish, reflecting the recent wave of the virus in the US and Europe, market participants are looking ahead to a…
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Global Market Overview – 4th Quarter 2020 So, it’s finally over... 2020 will likely go down in the history books as one not to be repeated. It started with the…
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