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House Report Q1 2021
A brave new world
In this quarter's edition of the House Report, we ask, after what was one of the shortest bear markets in history, how can we start to assess the damage and find the likely path forward?
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Six minute strategy: Can the rally continue?
Since the end of the third quarter in 2020, the equity rally has been extraordinary, with sterling investors seeing a 20% rise in equities, and this has continued into 2021. Guy Monson reviews whether this exuberance can keep going despite some worrying signs, including the beginning of a…
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How can we store more renewable energy in the UK?
With the UK undergoing a fundamental and radical shift in its power generation, James Hutton, Partner, and Tom Lindsey, Associate Partner, discuss what we look for when investing in alternatives and how opportunities are being identified to overcome the fundamental stumbling blocks of incorporating more renewable energy in…
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Natural disaster, relief effort and reopening
COVID-19 is a tragic natural disaster. For investors, a natural disaster is profoundly different to the typical end of cycle scenario that is usually precipitated by a tightening of monetary policy or a financial crisis. Understanding the massive coordinated government response, in an environment of no blame, has…
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Market news – 18 January 2021
Risk rally pauses for breath as US rates and the dollar rise Equities were slightly lower over the week, weighed on by rising uncertainty over the timing of the return to economic “normality” as Covid infection rates rose rapidly around the globe. The rapid rise US treasury yields…
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