Stock Market: Relax, Rotate, Reflate
With US elections over and a vaccine in sight, financial market uncertainty has declined Rotation has seen a resurgence in those stocks battered by the onset of the pandemic Monetary and fiscal spending will continue until inflation returns November has been an interesting month for financial markets around the world. The US Presidential election came and went and with its passing financial market uncertainty diminished.
- 27/11/2020
- 3
The Prospects for Emerging and Frontier Markets in the Post-Covid Environment
The Covid-19 pandemic has accelerated several economic trends.
- 06/11/2020
- 3
Step-Change at the Fed – Reaching for the Stars
· The Federal Reserve has changed the emphasis of their dual mandate · Inflation targeting will become more flexible in the long-run · Full employment has become the Bank’s priority · Asset markets will be the immediate beneficiaries
- 04/09/2020
- 8
When Does a Recession Become a Depression?
Defining a depression as opposed to a recession is open to wide interpretation Recessions are a natural part of the credit cycle Depressions are destroyers of a nation’s wealth Fiscal policy can help ease the pain of ‘creative destruction’ but long-term planning is key
- 21/08/2020
- 5
After the Flood – Beyond Fiscal and Monetary Intervention
Monetary and fiscal stimulus to ameliorate the effect of the pandemic has exceeded $9trln Stock markets have recovered, although most are below their February highs The combined supply and demand shock of Covid-19 is structural A value-based investment approach is critical to navigate the transition
- 26/06/2020
- 4
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