Investment Strategy: Second Quarter 2021
Welcome to the second 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
Since March last year equity markets have been reliant on the expectation that the huge and combined central bank and government support would see us through...
Read more
Inflation: Whose tiger and whose tail?
When scrolling through the economic play book in the wake of the Global Financial Crisis, commentators were quick to raise the spectre of a rising inflationary pulse...
Read more
Currencies
Following the relative strength of the Japanese yen and the Euro last year against sterling, this year has so far seen sterling strengthen...
Read more
Fixed Income
The bond market has struggled with a heavy dose of indigestion as bond yields rose through the quarter...
Read more
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...
Read more
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...
Read more
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...
Read more
Investment Strategy: Second Quarter 2021
Welcome to the second 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
Since March last year equity markets have been reliant on the expectation that the huge and combined central bank and government support would see us through...
Read more
Inflation: Whose tiger and whose tail?
When scrolling through the economic play book in the wake of the Global Financial Crisis, commentators were quick to raise the spectre of a rising inflationary pulse...
Read more
Currencies
Following the relative strength of the Japanese yen and the Euro last year against sterling, this year has so far seen sterling strengthen...
Read more
Fixed Income
The bond market has struggled with a heavy dose of indigestion as bond yields rose through the quarter...
Read more
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...
Read more
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...
Read more
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...
Read more
