December 6, 2021
November 2021
Economic and investment highlights Economic, politics and markets • The emergence of the Omicron variant roiled markets in the last...
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November 5, 2021
October 2021
Economic and investment highlights Economic, politics and markets Equity markets bounced back strongly in October, following the minor wobble in...
Keep readingOctober 8, 2021
September 2021
Economic and investment highlights Economic, politics and markets In September, market volatility increased and risk asset prices weakened, due to...
Keep readingSeptember 3, 2021
August 2021
Economic and investment highlights Economic, politics and markets Delta variant growth concerns hit the re-opening trades, though equity markets continued...
Keep readingAugust 6, 2021
July 2021
Economic and investment highlights Economic, politics and markets • Minor growth scare over delta variant and China, combined with dovish...
Keep readingJuly 8, 2021
June 2021
Central Bank action and market reaction dominated the month. Fed and ECB maintained dovish stance despite strong inflation prints in...
Keep readingJune 4, 2021
May 2021
The successful continuation of the vaccine rollout and an easing of lockdown restrictions bolstered sentiment and allowed Europe to bounce...
Keep readingMay 10, 2021
April 2021
The story of April was European vaccine catch-up. From a paltry c13% vaccinated by the end March, large countries are...
Keep readingApril 8, 2021
March 2021
President Biden signed the $1.9trn fiscal stimulus package into law this month as the US economy continues to open up...
Keep readingMarch 5, 2021
February 2021
US President Biden and the ‘blue’ Senate are finalising details for a significant additional fiscal package to be passed in...
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