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Insights

Looking micro, thinking macro

Welcome to our weekly newsletter, where we summarise the key market developments over the last seven days.

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Insights

Cool heads needed amid volatile earnings season

Welcome to our weekly newsletter, where we summarise the key market developments

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Insights

2021: A new cycle of economic growth and renaissance

A new year dawns with a heightened need for a fresh start. With 2020 now firmly behind us, we can approach this year with renewed hope and a desire to seek new and exciting opportunities. Caution will need to be exercised, but there is much to feel positive about.

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Insights

Economic output has recovered, but should we fear a financial reckoning?

From the rapid nosedive following lockdowns in March 2020 to springing earnings in the first half of ‘21, we’ve moved through this business cycle at top speed. It’s time to take a look at potential market implications and ask ourselves: Does economic payback await?

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Insights

Tech stock concentrations hark back to dotcom era

In December, the share price of technology giant Apple hit a new record high, meaning its market capitalisation is now larger than that of France.

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Matt Eason

Wealth Planning Director

HomeAbout Us / Meet the teams / Meet the financial planners / Matt Eason

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Rowan Stone

Sustainability Portfolio Manager

HomeAbout Us / Meet the teams / Meet the Investment Team / Rowan Stone

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Insights

The winners and losers from Covid-19

Almost every business around the world is affected by Covid-19 in one way or another. While some have been forced to close, others have welcomed a tsunami of new customers. Louis Jamieson, Global Equity Analyst, discusses the immediate winners and losers of the pandemic, and the likely future trends as the world comes to terms with living with Covid-19.

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Rory Stuart

Senior Wealth Planner

HomeAbout Us / Meet the teams / Meet the financial planners / Rory Stuart

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Christopher Kraft

Chief Commercial Officer

HomeAbout Us / Meet the teams / Meet the Executive Committee / Christopher Kraft

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