Here we go again. Having had our fun, and eaten out to help out over the summer, the UK public is back indoors for the rest of November. What the government was keen to prevent still came as hardly much of a surprise last Saturday, given rapidly-rising hospital admission numbers, the tiered shutting of regions…
The up and down markets of September resulted in what we described as a flat overall picture of consolidating markets. At first, the picture for October looked much the same, but ended with a more pronounced sell-off over the past two weeks. The looming uncertainty of the US elections, together with the return of lockdowns…
We wrote only last week that markets hate uncertainty. Given that equity, bond and commodity markets are all quite a lot stronger at the end of this week, many investors must have gained clarity, if not optimism. There are a lot of important things going on, too many to cover adequately even in our weekly,…
We have seen some impressive returns in capital markets since the depths of March. US equities stole the limelight for most of the year, soaring above their pre-crisis highs in the summer, but equally impressive has been the rally in some of the less traditional assets. On a percentage basis, Bitcoin – the much-hyped cryptocurrency…
As COVID fears rattled global asset markets earlier this week, one country was notably absent from the sell-off. China’s CSI 300 Index rallied in the midweek, while stocks across the US and Europe slid the other way. China’s breakaway from the pack has been noticeable for some time – out of the major global indices…
In the first article of The Tatton Weekly we normally discuss the relevance of the weekly news flow for the development of our longer-term picture for our investors. Usually, our conclusion is that the noises of the week need to be put into perspective and not overinterpreted, because the long term picture only very rarely…