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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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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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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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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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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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