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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The advancement of technology and the data/digital age has accelerated in 2020. The world has embraced more change more quickly that it might have, due to the global lockdowns. Governments and corporations around the world will have adapted and up…
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Joe Biden has been confirmed as the President elect of the USA and will serve as the 46th President. In his acceptance speech on Saturday evening, Mr Biden focussed upon healing the divisions within America and the wider world. We…
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The official SAGE projections used to justify England being placed into a month-long national lockdown have been ‘updated’. The graphs presented by Sir Patrick Vallance, the governments chief scientific adviser had indicated that England could see 1500 deaths and 9000…
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For the first three months of 2020 Chines GDP fell by -6.8% due to their national lock down and the closure of factories and manufacturing plants. In Q2 the economy had started its recover and grew by +3.2%. China has…
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New Japanese Prime Minister, Yoshihide Suga used his first policy speech in Parliament to present plans for Japan to become carbon neutral by 2050. Mr Suga succeeded Shinzo Abe in becoming Prime Minister after Mr Abe stood down in August…
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Despite the fall in demand for oil and the resulting volatility in Brent Crude Oil prices this year, BP has returned to profit in Q3 having posted a massive US$6.7bn loss in Q2. BP profits in Q3 were US$86m but…
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Government bond yields have fallen to record lows due to heavy QE and an increased demand this year for safe haven assets. With global interest rates likely to stay low, yield starved investors will need to look elsewhere for income.…
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