Market update

S Trade Barrier Tarrif as American Economic Protectionism and rade Isolation or USA government Protectionist Policy as import taxes or Tariffs in imports.

A new trade era: market volatility after ‘Liberation Day’

Apr 16, 2025
US tariffs shake markets while Europe ramps up stimulus—are we seeing a shift in global market leadership? Read our April 2025 market update.
Read more

It’s East vs. West in the investment world

A lorry on a tree-lined motorway
Aug 31, 2021

As well as the usual roundup of the global investment markets, this month’s update also focuses on some key investment themes that emerged in July, some a continuation from recent months, but within certain areas, in particular China and Asia, there was a marked divergence in fortunes.

Read more

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

So far, so good
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.

Read more

When everything seems too good to be true

June Market Update
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.

Read more

How long will interest rates hold?

A couple enjoying a snack together.
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.

Read more

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.

Read more