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From a global economic perspective, November painted a mixed picture of underlying growth. In the US, the labour market saw some improvement, with a decline in the overall unemployment rate to 6.7%…

Recent economic reports show that while the global economy continues to recover from the sharp contractions in activity recorded in the second quarter of 2020, the pace of growth has slowed in recent…

Economic reports over the past month have highlighted the severity of the decline in the pace of economic activity in the months since the outbreak of Covid-19. In the US, following a contraction of…

Following the pandemic-induced contractions in economic activity over the past few months, recent steps to reopen economies have resulted in a rebound in economic data across the major developed…

The hit to economic activity from the ongoing response to the covid-19 outbreak has become more apparent in economic reports over the past month. It has resulted in a raft of data showing…

Investors entered 2020 in high spirits, buoyed by steady economic growth,accommodative monetary policy and the Phase One trade deal between the US and China which had seemed to remove the risk of an…

Having appeared resilient in the face of emerging concerns about the Covid-2019 outbreak in January 2020, equity markets have fallen sharply over the past week (and continue to fall at the time of…

Investment Commentary - July 2019 Please select the above document link to download our latest Investment Commentary

Investment Commentary - May 2019 Please select the above document link to download our latest Investment Commentary

Investment Commentary - April 2019 Please select the above document link to download our latest Investment Commentary