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General Economic Overview – Quarter 2 2020 There is no doubt that this quarter has been more positive than quarter one, but it has also been more volatile, particularly towards the end of June when we saw some localised jumps in coronavirus cases, notably in the US....read more
General Economic Overview – Quarter 1 2020 On a number of occasions we have been in the position of commenting on how one quarter’s return has differed sharply from the previous quarter, but the events of the first quarter of 2020 have taken this to another level. The...read more
General Economic Overview – Quarter 4 2019 There is no doubt that the returns made in 2019 will sit comfortably with most equity investors – the 29.8% return for the US (S&P 500) market for dollar investors shows how markets have reversed in 2019 from a poor 2018....read more