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Market news – 6 July 2020
Fed confirms state-contingent (rather than time-contingent) approach to policymaking... Minutes from the FOMC meeting on 9 – 10 June suggest that there is growing consensus in the Fed that they should “further clarify” future intentions for monetary policy including fed funds rates, asset purchase programmes and yield curve…
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Making sense of the market recovery
The economic damage of COVID-19 has been severe, but a global recovery has begun. This week, CIO Guy Monson reviews the scale of the monetary and fiscal stimulus and examines the results of markets in Q2. Download the Global Strategy slides
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Is your portfolio ready for the post-COVID world?
Three of our analysts give us their view on the themes they're in charge of, and how the pandemic has emphasised the positive thematic attributes of our investments. Contributions from Alex Cobbold (Automation), Alex Hunter (Ageing), and Jeneiv Shah (Evolving Consumption) Regular readers of our website will be…
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Market news – 29 June 2020
Survey-based data improved The eurozone composite PMI increased to 47.5 in June (May:31.9, April: 13.6), marking a sharp recovery from earlier in the year but still indicating moderate contraction. The services sector drove the majority of the increase, +16.8 points to 47.3 over the month, whilst manufacturing rose…
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