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Multi-Asset
Steven Bell Monthly Update: Looking beyond lockdown, 26 February 2021
Looking beyond lockdown. In this month’s update, Chief Economist, Steven Bell, takes a look at the prospects for the pandemic and highlights the differences in the prospects for the US, UK and European economies. And when looking at the prospects for the markets, he examines a crucial question: will bond yields keep on rising, and do they threaten to end the bull market in equities? He also covers the vaccine roll-outs, the upcoming UK budget, the new Italian Prime Minister, Mario Draghi, and the new US president.
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Multi-Asset
Steven Bell Monthly Update: Vaccines versus variants: investing for lockdown easing
The prospect of a vaccine trade war promoted by the EU is a worry in the context of markets that have come a long way in the last 12 months.
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European Equities
Why invest in Europe?
Discover why taking a step back from the macroeconomic malaise of Europe is beneficial to investors.
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2 minute read
Why invest in Europe?
Discover why taking a step back from the macroeconomic malaise of Europe is beneficial to investors.
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10 min read
Technology: love it or loathe it
Good old-fashioned ‘greed’ and some stellar top-line growth have made technology an interesting and fruitful place to invest over the last decade or so.
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10 min read
2018 review: what we got right and wrong
There is no way to sugar-coat 2018 – it was the worst year for equities since 2008
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6 min read
Sustainability: the fabric of good business
As consumers, we are becoming increasingly aware of the production process of our goods
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6 min read
Forecasting: a fool’s game?
You’d be hard pressed to find an investor who is not familiar with the concept of behavioural finance.
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