Events diary
Fiduciary News
Monthly Market Commentary - March 2020
Over the last two months the mood in the market has shifted from complacency to denial, then to despair followed by hope.
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Europe’s technology plans fall short
European proposals to catch up with the US and China in technology. It is focusing on taxing and regulation instead of encouraging competitors to Amazon, Google and Facebook.
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Why is the current market vulnerable?
Sharp falls in equity markets are never pleasant for investors but the recent market weakness needs to be viewed in the context of last year’s market environment.
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Trump is now a moderate when it comes to China policy
As the candidates vying for the Democratic Party nomination in China lay out their stalls, it appears that Donald J Trump is the China moderate now.
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It appears to be a US dominated world
Five technology companies now dominate world equity indices. The investment landscape has been changed by their success.
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How can institutions invest more sustainably?
What is stopping us from working together to solve a problem now widely acknowledged.
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Monthly Market Commentary - December 2019
Whilst markets ended the year on a strong note, the global economy remained weak.
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Are we near the bottom of the industrial recession?
There has been a downturn in industrial activity in 2019, as structural changes in the car market have hit demand. Is this coming to an end?
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