Market update

Market Horizon: Smooth Sailing or Rough Waters?

Sep 16, 2024

In last month’s Investment Market Update we spoke about the market volatility seen in early August. Since then, global equity markets have broadly recovered, although worries remain over both the health of the US labour market going forward and the ability of the largest technology companies to deliver on the promised profits of their AI investments.

So far, so good, but what now for 2021?

Jul 23, 2021

It has been a good first half of the year for investors, driven by reopening, vaccinations, and the ongoing Government use of monetary and fiscal policy to stimulate the economy. Economic growth and company earnings growth have shown supranormal recoveries from the depths of lockdown.

When everything seems too good to be true

Jun 25, 2021

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?

May 25, 2021

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

Mother and daughter climbing log steps in the woods.

Apr 07, 2021

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.