Market update
Slow and steady stocks eclipse Big Tech in July
When everything seems too good to be true
This month’s update takes a look at the cautious optimism that is still evident in the investment markets, as a continued increase in vaccination rates indicate that the economic recovery that we are already seeing, should continue.
How long will interest rates hold?
This month’s update continues with the theme of optimism, with increased economic activity, further progress on the vaccine rollout and recent company earnings figures that are well ahead of estimates.
Spring out of lockdown
The US earnings season has begun in earnest, which is when a large number of publicly traded companies release their quarterly earnings reports. The results of this will give us a good indication about whether the optimism that we are seeing in the markets is justified.
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