Two years ago, news began to emerge of a cluster of pneumonia type sickness in China, soon to be identified as a novel coronavirus.
Monthly Viewpoint – November 2021
The buoyant markets of October continued through most of November, taking several equity indices to new all-time highs, until news of the new Covid variant, Omicron…
Monthly Viewpoint – October 2021
The abrupt fall in markets in September was equally abruptly reversed in October, with Wall Street enjoying its best month of the year, the S&P 500 returning 7.0% and closing the month at an all-time high
Monthly Viewpoint – September 2021
In the face of strengthening and broadening headwinds, the unbroken run of seven
months of gains in equities came to an abrupt halt in September
Monthly Viewpoint – August 2021
In a relatively quiet month for markets, equities made further progress while government
bond markets slipped back.
Monthly Viewpoint – July 2021
In the face of a rapid spread of the delta variant, with daily Covid case numbers up almost 80% in July from June levels, concerns about the sustainability of growth re-emerged.
Monthly Viewpoint June 2021
The global recovery continued to build momentum during the second quarter, driven by developed markets, where vaccine rollout is proving to be decisive in lifting pandemic restrictions.
Monthly Viewpoint May 2021
Confidence in economic recovery continued to mount in May, with most data and forward indicators pointing to a period of exceptional growth underway.