The economy & your investments

Join us on 22nd June at 10 am for our monthly webinar series 'The Economy and your Investments', where our Chief Investment Officer and Chief Economist discuss the landscape for investors in 2021.

Month

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22 June 2021 at 10 am

In our June edition, our Chief Investment Officer and Chief Economist will examine the landscape for investors and answer the big questions which are on everyone’s minds. 

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May

In our May edition, our Chief Investment Officer and Chief Economist examined why economic volatility persists as global stock markets remain high - and expensive.

 

April

In our April edition, our Chief Investment Officer and Chief Economist discussed the landscape for investors with an outlook on the markets performance over the last month.

 

Mar

In our March update, we reviewed the economic landscape and how markets may react as the UK becomes the first G7 country to definitively exit lockdown.

 

Feb

In our February edition, we looked at how extended lockdowns have postponed market recovery. What changes are set to come in-place as Joe Biden begins his time in office. Finally, how the UK is reacting to its first week outside of the EU.

 

Jan

In our January update, we looked at the landscape for investors and consider what the world might look like post-Covid and post-Brexit.

 

Nov

In our November update, we looked at the landscape for investors and consider what the world might look like post-Covid and post-Brexit. As the December 31st deadline looms, and we will touch upon the repercussions on businesses and the UK economy as a whole.

 

Oct

In this October update, we looked at how the US elections provide the possibility for a change in policy on matters of global leadership, whilst on this side of the Atlantic, the negotiations for a trade deal between the UK and the EU will come to a head. Both issues will have lasting effects for a UK investor.

 

Sept 

For our September edition, we looked at how a V-shaped economic recovery has been abandoned as folly, and the likelihood of all other alphabetical variations continue to depend on the course of the virus which is still unknown.

 

Aug 

In August we looked at how the rebound in equity markets from the lows in March were not matched by a rebound in economic activity of equal magnitude since the relaxation of lockdown restrictions

July

As countries eased their lock-down restrictions, and those sections of the economy most affected look to accelerate activities, the key question for markets is how quickly economic activity might return to pre-pandemic levels. With a detailed look at China and the USA.

May

In May we discussed the economic cost of Covid-19 and the theory that the magnitude of the downturn will be large by historic standards as countries deal with debts incurred as a result of virus management.