Weekly economic and market update – week ending 26 November, 2021

From

Investment markets and key developments Global share markets mostly fell over the past week as inflation, interest rate and coronavirus concerns – with rising cases in Europe and a new variant

continue reading

The longer-term legacy of coronavirus – nine implications of importance to investors

From

Key points Likely key longer-term implications flowing from the coronavirus pandemic are: bigger government; increased money supply and excess saving; increased geopolitical tensions; reduced globalisation; a faster embrace of technology;

continue reading

Weekly economic and market update – week ending 19 November, 2021

From

Investment markets and key developments Global share markets were mixed over the last week. US shares rose 0.3% for the week helped by strong data but with gains pared slightly

continue reading

Weekly economic and market update – week ending 12 November, 2021

From

Investment markets and key developments Share markets were hit again over the past week as more high inflation readings added to concerns about monetary tightening. This left US and European

continue reading

Weekly economic and market update – week ending 29 October, 2021

From

Investment markets and key developments Share markets were mixed over the past week – up in the US and Europe on strong US earnings results, but down in Japan, China

continue reading

Weekly economic and market update – week ending 22 October, 2021

From

Investment markets & key developments US shares made it to a new high in the past week helped by strong earnings results and good economic data, and Chinese shares rose

continue reading

Science and medicine appear to be getting the upper hand of coronavirus – implications for investors

From

Key points There are increasing signs that science and medicine are getting the upper hand against coronavirus: new global cases are in decline; vaccines are working; half the global population

continue reading

Weekly economic and market update – week ending 15 October, 2021

From

Investment markets and key developments Global share markets rose again over the last week helped by a good start to the US earnings reporting season, solid economic data and US

continue reading

The worry list for shares – how worrying are they?

From

Key points It’s still too early to say that the pull back in share markets is over. Some of the worries around US fiscal policy and politics, China, global supply

continue reading

Weekly economic and market update – week ending 8 October, 2021

From

Investment markets and key developments Global shares mostly rose over the last week as the US debt ceiling was pushed out to December and there was some easing in concerns

continue reading