Three reasons why markets may slide

Having looked at the bull case for stock markets,  it is worth examining the bear case. There are structural forces conspiring against equities today, from slowing growth, to high valuations to rising interest rates. We look at why these elements may prove to be the final straw for the lengthy bull run in global share … Continue reading “Three reasons why markets may slide”

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”

Economic Review October 2021

OBR forecasts stronger growth The Office for Budget Responsibility (OBR) has upgraded its UK economic growth forecast and is now predicting the economy will return to its pre-pandemic level six months earlier than previously expected. Chancellor Rishi Sunak unveiled the independent forecaster’s revised projections during his Budget statement delivered to the House of Commons on … Continue reading “Economic Review October 2021”

Gathering clouds

Global Market Review Questions over growth Investor sentiment during September was a hostage to concerns over faltering economic growth, rising inflation, surging energy prices, and an increasingly hawkish tone from central banks, compounded by speculation that Chinese real estate giant Evergrande might be on the verge of collapse. Tapering moves closer in the US The … Continue reading “Gathering clouds”

Economic Review July 2021

UK growth forecast upgraded The International Monetary Fund (IMF) has sharply increased this year’s growth forecast for the UK, although recent data does suggest the country’s strong economic rebound has begun to slow down. In its latest assessment of global economic prospects, the IMF highlighted a worrying divergence in fortunes between rich and poor nations, … Continue reading “Economic Review July 2021”

Economic Review April 2021

Stronger recovery predicted The UK economy returned to growth in February and survey evidence suggests a strong recovery is imminent, as lockdown restrictions ease and the vaccine rollout continues at pace. Data published by the Office for National Statistics (ONS) showed the economy grew by 0.4% in February, as businesses prepared for the lifting of … Continue reading “Economic Review April 2021”

Brexit deadlock & UK economy stuck in low gear

On 29 March, the day the UK should have left the EU, the House of Commons decisively voted to reject Theresa May’s EU Withdrawal Agreement, leaving the Brexit process in a state of turmoil. This was the third time the Prime Minister had asked MPs to approve the Brexit divorce deal that she concluded negotiating … Continue reading “Brexit deadlock & UK economy stuck in low gear”

What next for the global economy?

It was a disappointing beginning to 2018 for many major advanced economies. The UK endured a woeful start, with estimates suggesting gross domestic product (GDP) rose by just 0.1% in the first quarter, the weakest rate of growth since the final quarter of 2012. A similar picture of weakening growth emerged across the other major … Continue reading “What next for the global economy?”