Germany – More Kraftwerk Required
The sighs of relief will have been long and genuine at the headquarters of the CDU (Christian Democratic Union)...
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Market Returns
Dear me, markets like a new year to apply a volte face, don’t they? No sooner had the headlines about the death of UK equities been metaphorically scribed than they show some signs of life...
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Under the April skies…the end of the beginning
At last! There are welcome early signs that lockdown restrictions are easing from those most difficult days of winter and we can begin to look forward again...
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General Market Review
Equity markets began the year on a wave of vaccine-induced euphoria but a spike in bond yields, admittedly only to a level similar to those immediately prior to the pandemic, has been difficult to digest...
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Selecting funds for our Positive Impact Portfolios
The introduction of our Positive Impact Portfolios in April 2019 was driven by the recognition that clients were increasingly wanting their portfolios to be invested in a manner that caused less environmental harm...
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A Three Pipe Problem
The great bull market in equities and bonds began in 1981 as Charles married Di, Mrs Thatcher was in No.10, Ronald Reagan in the White House...
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Currencies
Not many would have picked the euro as being the strongest major currency last year...
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Fixed Income
The chart shows that apart from a sharp short-term fall of at the height of the markets panic in March Government Bonds....
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Market Returns
My gosh, we are in the middle of the most dreadful time most of us have encountered but no-one bothered to tell the financial markets...
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Macro…Recovery in sight
Infection rates are soaring and tightening lockdown restrictions mean a horribly challenging next few months...
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