Summer thoughts about the ‘longer term’ As I wrote last week, capital markets are currently not exactly quiet or boring as one might reasonably expect in the middle of summer. On the other hand, they are pretty much behaving as we had expected – choppy. Stock markets trended down slightly over the week, despite much… Read more »
Summer lull – delayed As the summer holiday season is getting into full swing, one would expect capital markets to be calm. The opposite was the case, as particularly European stock markets continued to grapple with the perspective of their central bank threatening to take away the (easy money) punch bowl, just when their regional… Read more »
Pre summer-holiday investment check As we head towards the summer holidays, it’s worth checking on some of the expectations we had at the start of the year. The road to Brexit Just over a year on from the referendum result, the UK’s future relationship with the EU is about as unclear as it was then…. Read more »
Global growth ploughs on while markets take a breather Rather unsurprisingly, investment returns’ upward momentum slowed in Q2, and in some cases reversed, following the very strong results of the first quarter. In particular, June developed very much along the lines we had anticipated, which was that, with economic growth perspectives returning from ‘gushing’ back… Read more »
Return of the Taper Tantrum In almost perfect alignment with the turn of the British summer weather, capital markets turned distinctly soggy over the past week. This, however, can for once not be blamed on the lately so hapless prime minister, nor Brexit. It is simply the result of disoriented markets and unfortunately quite aligned… Read more »
