News

The World In A Week – Interim Update 16th April 2020

We previously wrote, just two weeks ago, about the risk of economic forecasts during this period of uncertainty. The unreliability of data during the lockdowns will, in turn, make the…

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The World In A Week – A Rally From Awful To Bad 14th April 2020

The last week before the Easter break saw risk assets rally strongly as investors left the haven of cash and re-entered the market. While High Quality Bonds rallied +0.3%, the…

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The World In A Week – Interim Update 9th April 2020

The ebb and flow of sentiment is critical in the short term.  The markets will overreact to both good news and bad.  The problem is that data is going to…

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The World In A Week – A Week Of Firsts 6th April 2020

US jobless numbers surged from 3.3 million the week prior to 6.6 million last week, taking the total to almost 10 million people filing for benefits. Donald Trump responded to…

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The World In A Week – Interim Update 2nd April 2020

Economic data is likely to become increasingly less reliable as a result of the COVID-19 lockdown.  We know that the effect on the global economy will be bad, we just…

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The World In A Week – Wēijī / 危機 30th March 2020

Fittingly for the current environment, the title of this update is the Chinese word for both “crisis” and “opportunity”. While the tragedy of the Coronavirus rages around the world and…

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