31st May 2020

Quilter Cheviot: Diary of a Fund Manager - Connected Isolation

In this week’s Diary a tour of the world from East to West with an undercurrent of optimism as we move from tentative reopening to the evidence of activity.

It was a good week for equity markets with all else calm enough. It is far too early to report that ‘Tranquillity Base’ has been established given the shock to the system and possibility of a second infection wave later in the year. Nonetheless, a cursory scan of the news flow shows the transition from shock to shut down and then to hesitant reopening has now moved to an analysis of what is happening as the global economy stutters back to life. At heart we seem to be optimists where a little bit of good news goes a long way.

Global Equities, Investment Commentary, Investments

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Columbia Threadneedle: A bumpy ride higher for equities

The coronavirus continues to introduce uncertainty, but investors should expect cyclicals to outperform in the first half of the year. Here we identify key catalysts for equity markets.

Schroders: Q&A: where are the risks in credit?

What is your assessment of the macro economic backdrop?

M&G: Stuck in transit

Growing fears of more persistent inflation led to correlated declines in both equity and fixed income markets in September. What’s driving the inflationary pressures and what can we expect as we head into year end? Investment Specialist, Kirsty Clark reviews recent market performance and the current economic backdrop.

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