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Global Market Overview – September 2020 In September our optimistic view on the outlook for risky assets was challenged almost immediately by the political and media narrative of a second wave of COVID-19. As schools reopened and the weather turned colder, the UK started to see a rise in positive tests. Local lockdowns began to […]

Global Market Overview – August 2020 There is a sense that the world is returning to normal. Many people have taken full advantage of the ‘Eat Out to Help Out’ scheme, which has ensured a return of atmosphere to pubs, cafes and restaurants. We have started to see this recovery come through in recent economic […]

Coronavirus (COVID-19) Update – 14th September 2020 It has been seven weeks since our last coronavirus update and, in some areas,, there has been lots of change and in others, very little.  It has been hard to keep track of which countries are on or off the UK quarantine list but, whether or not they […]

Global Market Overview – July 2020 In July, we saw a major shift in the government’s guidance with more encouragement for workers to return to the office. While the government is looking to get the economy back to full-speed, research by 94 of Britain’s biggest employers indicates that many businesses are taking their time in […]

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 […]