Ukraine and inflation share the spotlight in March

Question-marks over global growth Alongside the heavy human cost of Russia’s war in Ukraine, the Organisation for Economic Development (OECD) issued a warning about the economic impact. The crisis is set to drive up the rate of global inflation by around 2.5%, with high prices for oil, gas and wheat likely to persist. Many large … Continue reading “Ukraine and inflation share the spotlight in March”

Higher interest rates on the horizon

Global Market Review A positive finish to 2021 Despite the spread of the Omicron variant of Covid-19, major equity markets around the world ended 2021 in positive territory, boosted by mounting hopes that the variant would prove less serious than initially feared. In the US, the Dow Jones Industrial Average Index rose by 5.4% during … Continue reading “Higher interest rates on the horizon”

An optimistic start to 2022

Markets have opened with a flourish – dismissing the new variant and inflationary pressures: should investors follow this new-found optimism? The year has started, slightly surprisingly, on an optimistic note. Technology shares sold down as economically-sensitive sectors such as banks and energy led markets higher. Investors have made their views clear – Omicron is mild, … Continue reading “An optimistic start to 2022”

Economic Review – November 2021

Inflationary pressures mount Official statistics show the UK headline rate of inflation now stands at a 10-year high, with surveys pointing to further upward pressure as firms continue to report rapidly-rising cost burdens. Data released last month by the Office for National Statistics (ONS) revealed that the Consumer Prices Index (CPI) 12-month rate – which … Continue reading “Economic Review – November 2021”

Inflationary headaches intensify

Global Market Review Omicron variant hits sentiment Global equity markets generally fell over November as investors digested new of the discovery of the new “Omicron” variant of the Covid-19 virus in South Africa, which triggered concerns that the economic recovery might be derailed. Federal Reserve (Fed) Chair Jerome Powell warned that the emergence of the … Continue reading “Inflationary headaches intensify”

Three reasons why stock markets can power onwards

A lengthy bull market is always nerve-wracking. Investors start to fret on valuations, on earnings, on the strength of economic growth. As valuations creep higher, but economic growth remains strong, we look at the bull and bear case for equities today. First, we examine three reasons why investors could be cheerful about the prospects for … Continue reading “Three reasons why stock markets can power onwards”

The beginning of the end

Global Market Review Stimulus withdrawal creeps closer The US Federal Reserve (Fed) may start to reduce its stimulus measures sooner than expected if the US economy continues to make progress towards the central bank’s key goals of full employment and stable inflation. Nevertheless, Fed Chair Jerome Powell – speaking at the annual Jackson Hole Symposium … Continue reading “The beginning of the end”