Trump's return - investment boom or inflationary timebomb?
Nov 20, 2024
The US election has dominated headlines and markets over the recent past. Now that the US election has delivered a new President, we can consider how markets have reacted and the broader economic implications.
Continuing market uncertainty is the only certainty!
Apr 20, 2022
Market Update - April 2022
Uncertainty in financial markets is likely to continue into the second quarter of 2022, due to concerns around the outlook for global economic growth, rising inflation, and the impact of the Russia/Ukraine war.
2021 ended with the S&P 500 reaching a record high, the FTSE 100 18% up on the year and European equities resurging with large cap equities up over 23%.
December capped off a strong year for equity markets
Jan 21, 2022
Market Update - January 2022
December ended a strong year for equity markets, as the opening of economies, following successful vaccination programmes and fuelled by loose government policy, helped to propel corporate earnings above expectation.
As positive global economic activity continues following the depths of the pandemic, hopefully we are getting closer to the point where monetary authorities are confident enough to begin to reduce their asset purchase programmes and to start to increase interest rates.