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House Report Q4 2020
A delicate balancing act
In this quarter's edition of the House Report, we ask how, in the midst of the worst economic downturn in living memory, is it possible that the majority of global asset prices are higher than they were before the virus emerged last December.
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Six minute strategy: 11 days to go
Join Guy Monson as he reviews the run-up to the US election and what a Biden 'blue sweep' might mean for investors and financial markets. Download presentation slides
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Is the tide of climate awareness turning?
As the global economy ground to a halt, the environment experienced a moment of respite. However, despite the slowdown in greenhouse gas emissions caused by COVID-19, climate change manifestations are set to rise, with fires in California the latest devastating example. While societal awareness of climate change is…
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Market news – 19 October 2020
China data remains robust Chinese Total Social Financing (TSF, the broadest measure of credit provision in the economy), increased 13.5% year on year in September, the seventh consecutive monthly advance, driven by a tripling of local government bond issuance versus a year ago and a rise in long-term…
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Six minute strategy: How to plan for an uncertain and unequal recovery
Guy Monson reflects on news of increasing lockdowns and the European infection rate overtaking the US. He also reviews the latest IMF economic outlook, its commentary on lockdowns, and the steepest downturn the world has seen since the great depression. Download presentation slides
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