Inflation expectations just reached their highest levels in a decade and that has some investors on edge. Every week we see additional news coverage about resurgent inflation and rising longer-term in...
With the turmoil that was 2020 in the rear-view mirror, investors are looking to the future as vaccine distribution begins and the global economic recovery gains traction. In the months ahead, we see ...
The closely watched US election and its aftermath has recently taken a back seat to breakthrough vaccine progress, an apparent second wave of the Covid-19 virus, and central bank policy.
Despite the t...
After last week’s sell off, markets have since rallied sharply on the back of what will likely be a divided American house. While the US presidency remains up for grabs due to the time delay of mail-i...
Global activity as measured by home sales, industrial production and aggregate employment levels showed further signs of improvement over the third quarter.
Near-term sequential progress continued to...
This year’s powerful summer rally came on the back of an unprecedented surge in monetary policy support along with better-than-expected economic data. While the nascent economic resurgence has not bee...
Due largely to unprecedented government stimulus programmes, global markets recovered strongly in the second quarter. The S&P 500 gained 20.54 per cent while the MSCI World Index recovered 19.57 per c...
This year’s bipolar market swings have been exceeded only by the wild price action during the Great Financial Crisis in 2008 and the beginning of Great Depression in 1929. Stock markets around the glo...
With the worst of The Great Lockdown (TGL) market crash likely behind us, investors should prepare for the next phase of the pandemic era — a reopening of the world economy.
Looking back, this year’s ...
History was made this month with the black swan event of a Covid-19 virus outbreak, a collapse in oil prices follow by massive government and private sector responses to a novel threat on human lives....
