Click Here for Printable Version August for the global bond and equity markets could be summed up in three words, Delta, taper and China. These are three separate topics, but they are each connected to the key market drivers i.e. inflation, interest rates and corporate profit growth. The tapering of Quantitative Easing (QE) would tighten … Continue reading “August 2021 Market View”
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July 2021 Market View
Click Here for Printable Version As the mid-point of 2021 passes markets appear to be very strong. Year to date the FTSE100 is up by 11% with the MSCI World in sterling terms up by 12%, whilst Gilts are down in value by 6%. Just glancing at these numbers you would think these are consistent … Continue reading “July 2021 Market View”
