Investment Strategy: First Quarter 2021
Welcome to the first quarter 2021 investment strategy.
(You can email, print or create a PDF using the convenient icons at the bottom right of each article).
Market Outlook
Ever since March, stock markets have existed in a sort of ‘neverworld’, propped up by huge Central Bank and Government...
Read more
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...
Read more
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...
Read more
Currencies
Not many would have picked the euro as being the strongest major currency last year...
Read more
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....
Read more
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...
Read more
Macro…Recovery in sight
Infection rates are soaring and tightening lockdown restrictions mean a horribly challenging next few months...
Read more
General Market Review
Equity markets rallied strongly in the last two months of the year fuelled initially by the US election result and then by the announcement that mass global immunisation against the coronavirus would begin in the first half of 2021...
Read more
Investment Strategy: First Quarter 2021
Welcome to the first quarter 2021 investment strategy.
(You can email, print or create a PDF using the convenient icons at the bottom right of each article).
Market Outlook
Ever since March, stock markets have existed in a sort of ‘neverworld’, propped up by huge Central Bank and Government...
Read more
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...
Read more
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...
Read more
Currencies
Not many would have picked the euro as being the strongest major currency last year...
Read more
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....
Read more
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...
Read more
Macro…Recovery in sight
Infection rates are soaring and tightening lockdown restrictions mean a horribly challenging next few months...
Read more
General Market Review
Equity markets rallied strongly in the last two months of the year fuelled initially by the US election result and then by the announcement that mass global immunisation against the coronavirus would begin in the first half of 2021...
Read more
