Market Update | The Energy Clash
12th October 2021
Though the second half of 2021 started relatively benignly following a turbulent start to the year, September leading into October has faced a series of economic/political events that…
Author: Chris Metcalfe
Market Update | The Energy Clash
12th October 2021
Read more
Market Update | Is China Uninvestable?
8th September 2021
Is China Uninvestable? The noise surrounding the Chinese government’s crackdown, which started with technology firms and then quickly bled into other sectors, reached something of a crescendo on…
Market Update | Correlation
10th August 2021
When does correlation really matter? The highest correlation in the table (fig.1) is the MSCI World/Information Technology Index and the MSCI World Growth Index; in fact, they are…
China’s Crackdown Shocks Investors
29th July 2021
China: The bigger picture To put the below into context, we need to remember that China is a domestic growth story, and that story remains very much intact;…
Japan: Going For Olympic Gold
27th July 2021
After a year’s delay, all eyes were on Tokyo on Friday as the curtain was finally raised on the 2020 Olympics. In the weeks to follow, despite the…
Market Update | The Everything Rally
14th July 2021
The first half of 2021 has brought an abundance of unlikely statistics, but the fact that it was the best H1 for combined global equities in over two…