Indicators of a strong post-COVID recovery keep coming out of the US and other major developed economies, but upside data surprises have brought with them concerns of persistent high inflation.
Tougher times may lie ahead, but we believe the cyclical rally has further to run.
ESG investing has risen in popularity during the pandemic, driven by concern for the climate and society. With rising costs and uncertain returns on his ill-thought through chicken venture, Will McIntosh-Whyte is reminded you ignore the fundamentals at your peril.
That goes hand in hand with rising bond yields, but equity investors needn’t be overly concerned.
The prospect of widespread inoculation is like a shaft of light in the darkness of a very long year. But just how much of the world will that light touch?
A free trade agreement with the EU avoids damaging tariffs, but other barriers remain.
We close a difficult year with a sense of relief, and the tools to deal with the challenges ahead.
Rather than try to reduce it by austerity, inflation or default, the government should focus on keeping the rate of economic growth above the cost of servicing the debt.
Thanksgiving may be a super-spreader event this year, as governments around the world try to plan their way through the upcoming festive season. But investors have been given a boost from good vaccine news.