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Coronavirus (COVID-19) Update – 24th July 2020 Despite news of rising infection rates in the US and elsewhere, notably Japan and Hong Kong, equity investors were rewarded with further positive returns over the past two weeks.  The MSCI World index has advanced just shy of 3% in the last fortnight and since the start of […]

Coronavirus (COVID-19) Update – 10th July 2020 Markets continued to make progress during the past fortnight with notable outperformance by Asia and Emerging Market indices. Since the lows on 23rd March most major equity markets are up around 30% in sterling terms. Indeed a sterling-based investor who only looked at half-yearly valuations would be perhaps […]

Global Market Overview – June 2020 In June we saw the government in England relax restrictions by allowing shops to re-open and the easing of the 2-metre rule. This is a key development for the economy as it allows businesses to start plotting a path back to normal. Of course, different policy speeds in Wales, […]

Coronavirus (COVID-19) Update – 26th June 2020 There has been little of note to distinguish the past fortnight from previous ones.  There has been some good news on the health front with reports that a commonly used and widely available drug called Dexamethasone had proved to be successful in limiting the likelihood of the patient […]

Coronavirus (COVID-19) Update – 12th June 2020 In the past fortnight the lifting of lockdowns has accelerated with a concomitant pick-up in economic activity, a welcome development for many but increasing the risks of a second wave of infections.  Also, for the first time in months, headlines containing news of the virus have been superseded […]