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Posts tagged as 2020

Global Update Piece – Written on 31 July 2020

Posted on July 31st, 2020 by Robbie Holman

Yesterday, Donald Trump suggested that the U.S election needed postponing. Apparent fraud and inaccurate results could, according to the President, blight the 2020 election. Throw into the mix some of the dire economic announcements released recently and it is clear that, something that we have cautioned since March, markets could be volatile moving in to […]

Global Update Piece – Written on 29 June 2020

Posted on June 29th, 2020 by Robbie Holman

Since the last update that has been provided on our website, the UK’s reopening has gathered significant speed. Households can now meet inside, travel corridors are being enacted with European countries and our local beeches have been filled with individuals from across the country. People who have warned of a second wave for this virus […]

Global Update Piece – Written 15 May 2020

Posted on May 15th, 2020 by Robbie Holman

Stock market history is packed with drama: the 1929 crash; Black Monday in 1987, when share prices lost 20% in a day; the dotcom mania in 1999. With such precedents, nothing should come as a surprise, but the past eight weeks have been remarkable, nonetheless. A gut-wrenching sell-off in shares has been followed by a delirious […]

Global Update – Written on 01 May 2020

Posted on May 1st, 2020 by Robbie Holman

Now that Boris Johnson has returned to full time work and next week we will receive a ‘comprehensive plan’ on how the economy will restart after the UK has past the peak, we seem to be seeing light at the end of the tunnel in our fight against COVID-19. However, whilst this is of course […]

Time to look east in 2020?

Posted on January 7th, 2020 by Robbie Holman

As we enter 2020, a rotation in markets seems possible. While central bank policy remains accommodative, there is a risk that the returns to those areas that have been the greatest beneficiaries have largely played out. In this context, Paras Anand revisits the case for Asia. Key points Asian markets overall offer good earnings growth […]