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28 September 2020 2 mins

Market update – 28 September 2020

PMI business surveys slowing at a worryingly early stage in the recovery as services components weighed on by Covid second wave  The euro area manufacturing PMI rose from 51.7 to 53.7; however, the services PMI fell from 50.5 to 47.6, weighed on by the re-emergence of Covid-19, dragging…

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21 September 2020 2 mins

Market news – 21 September 2020

Central banks remain dovish with Bank of England unambiguously signposting a future move to negative interest rates The MPC left UK policy unchanged at their September meeting. The committee voted unanimously to leave rates on hold at 0.1% and the level of quantitative easing at £745bn. Until now,…

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18 September 2020 6 mins

Six minute strategy: Where to for global inflation?

Filmed for the first time in our offices at St Paul's, Guy Monson looks at the global economy and the effects of both deflationary and inflationary forces, which are critical to asset markets and clients as they budget for the years ahead. View presentation slides

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