Global stock markets have fallen around 4% over the past 10 days with Friday seeing heavy one day falls. These asset value reductions were the result of recent rises in US treasury yields due to the expectation of rising inflation…
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The value of sterling has been improving and hit US$1.37 on the back of the Brexit deal and the relatively swift roll out of the Pfizer and AstraZeneca vaccines across the country. The fact that the pound has gained 19%…
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The Brexit agreement made late on Christmas Eve was welcomed by financial markets and by British business with sterling and UK equity markets strengthening in response. The Brexit deal agreed covered the trade of goods but not the trade of…
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The general economic outlook is aided by the pressure upon all governments to roll out their Covid vaccine programmes. While supply chains may be under pressure, a good level of vaccination is expected in developed countries to see a full…
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There are some fears that the three new variants of Covid-19 are more transmissible and more deadly. The first extensive study of the UK discovered variant shows it to be 30% more lethal and 70% more infectious. The London School…
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2020 was a watershed year for the clean and sustainable energy sector as policy makers globally promoted an acceleration of the energy transition from oil and facilitate the global decarbonisation. Major infrastructure and hardware investments will support economic recovery post…
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Last Wednesday, the world watched on as Joe Biden’s inauguration as the USA 46th President went smoothly and without a security scare. America’s new President called for unity against the ‘common foes of hate, violence and the pandemic’ and stated…
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EDITION 34 PORTFOLIO SELECTIONS Global stock markets, with the help of some US$6tn of government money and central bank stimulus, have made a remarkable recovery from the lows of March. Our own portfolios have held up very well against the…
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As we come to the end of 2020, we have to look back at what we have been through this year, what we have discovered and what we can look forward to. Collectively we have endured loss of liberty, a…
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