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26 January 2021 < 1 min

Quarterly global property update

With COVID-19 vaccines on the horizon and the implications for various asset classes, Raymond Lahaut, Portfolio Manager, Alex Cobbalt, Head of Equity Research and Malcolm Hoare, Consultant, cover the following in their quarterly global property update: A review of Q4 and the Sarasin IE Sustainable Global Real Estate…

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25 January 2021 2 mins

Market news – 25 January 2021

ECB keeping options open but remaining firmly in easing mode The ECB left current policies unchanged at their January meeting last week, reiterating that they will support recovery in a “holistic and multi-faceted” way. The committee left the Pandemic Emergency Purchase Programme (PEPP) at €1.85trn noting that the…

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22 January 2021 6 mins

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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19 January 2021 6 mins

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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