News & Views

Are crowded trades about to turn?

05/12/2019 - Feature Articles
Those watching stock markets recently will know how much ‘growth’ stocks have outperformed ‘value’ stocks. In fact, growth has been so in favour that some have compared it to the period before the collapse of the tech bubble in 2000.
Read article

Weekly Market Review

29/11/2019 - Product News
Markets continue to rise on hopes of a China/US trade deal
Read article

Weekly Market Review

22/11/2019 - Product News
Equities lower as doubts creep in over a US/China trade deal
Read article

Weekly Market Review

15/11/2019 - Product News
It was a mixed picture for markets which were mostly driven by investor sentiment over US-China trade talks.
Read article

Highlights and Lowlights: what caught our eye in October 2019

14/11/2019 - Product News
We start yet another monthly commentary noting that major political and trade issues continue to dominate news without any resolutions, as Trump’s trade war with China and the UK’s attempts to leave the EU continued to buffet markets in October. In addition, the US House of Representatives voted to formalise the impeachment inquiry into Trump's attempts to use his Ukrainian counterpart to dig up dirt on his Democratic opponents.
Read article

Weekly Market Review

08/11/2019 - Product News
Optimism over the US China trade war provides a spring in the step of equity markets.
Read article

Weekly Market Review

01/11/2019 - Product News
Markets finished this week on a stronger note, after Chinese private factory data showed a surprise three-month high reading, distracting investors from reports yesterday that Chinese officials doubted the US and China could reach a long-term trade pact.
Read article

Market Commentary - Q3 2019

29/10/2019 - Product News
➢ Growth concerns persisted, with even the US showing weakness in its manufacturing data. ➢ The US dollar strengthened despite two rate cuts from the Federal Reserve, as other central banks also cut interest rates. ➢ Government bond yields fell to new lows, with the yield on the 10-year German bund falling to minus 0.71%. ➢ The ECB announced a new stimulus program.
Read article

Weekly Market Review

25/10/2019 - Product News
Equities advance despite underwhelming results from US bellwether companies Despite some disappointing results from a trio of bellwether US companies and further evidence that Germany may be heading towards its first recession in six years, equity markets made progress over the week. Hopes of a partial trade deal between the US and China being signed mid-November were buoyed by comments from the US administration. Additionally, with almost 40% of companies from the main US equity index having reported third quarter results, 82% have beaten earning expectations, in what had been forecast as a difficult period.
Read article

Weekly Market Review

18/10/2019 - Product News
Trade wars, Brexit, company results, and China make for a choppy week for markets. Markets have been mixed this week, as the US and China were a step closer to agreeing a limited trade deal, Prime Minister Boris Johnson of the UK reached a Brexit trade deal with the European Union (yet to be ratified by parliament), a series of encouraging company results during a quarter that is forecast to be disappointing, versus a slowdown in Chinese GDP growth to 6% year on year, the slowest pace since the early 1990’s.
Read article