Since our last update a week ago, market dynamics have developed very much along the lines we outlined as our expectation. The US Federal Reserve has taken the lead and

What a difference a week makes. For most of February, we had been discussing on these pages why equity markets had remained sanguine about the virus scare and even reached

We published an assessment of the market impact of the COVID-19 flu pandemic, and the medium-term changes to our 2020 market outlook on Wednesday, but following today’s media reports and

Global equity markets have taken a significant hit this week, as investors started to take news of COVID-19 spreading beyond China to the rest of the world more seriously. We

Bubble Trouble Compared to last week, there have been few changes to the big picture narrative: Thanks to the virus containment efforts enacted by its government, China’s labour force is

While investors enjoyed another upbeat week, the world’s medical profession (and the wider public at large) remained in a more troubled state, with concerns increasing after the World Health Organisation

January is behind us and what a year it’s already been. Investors have been bounced around from WWIII fears between the US and Iran, the formal Impeachment of the US

Changes in the housing market grab headlines in the UK. This makes sense: those who own homes (or want to) have a vested interest in the value of property. In

The quiet period of Christmas and New Year has definitely ended. Davos World Economic Forum, Chinese Coronavirus, Q4 earnings season, central bank deliberations, first batch of 2020 business sentiment figures

All central bank liquidity or improved outlook too? Following the brief wobble after the escalation in tensions between the US and Iran, the risk appetite that drove the substantial stock