As we enter spring, the world thankfully looks a little brighter. The vaccine rollout is well underway in the UK and US, and is having palpable effects on the outlook for the second half of this year – despite disruptions on the continent and virus mutation scare stories. For investors, despite the caveats, there has…
Positive stories about Europe are thin on the ground at the moment – notwithstanding that core European equity markets have broadly outperformed their global peers, including the US, so far this year. With a sluggish vaccine rollout and a renewed rapid spread of infections across the continent, restrictions look set to remain in place for…
It has been another week of markets feeling on edge, without going anywhere. Markets seem to have caught a bit of worry about the passage of growth, oddly just as the wider populace gets more confident and the recent headwind of rising bond yields abated. Perhaps we should attribute the bubbling up of political tensions…