Global equities have not only recovered substantially from their lows last month but have now retraced half of their losses from the autumn of 2018.  The big question is, of … Read More

As we noted earlier this week, there is, as always, a lot going on in the world.  And much of it directly affects the thinking of investors.  At such times, … Read More

Equity markets had a better performance last week, but investors remain somewhat discombobulated.  As expected, the newsflow remains mixed.  Stories of weakened Chinese trade combine with disappointment over European data … Read More

Having started with a strong rally in equity markets, 2018 ended with almost all equity markets showing significant losses.  Why such a U-turn in sentiment?  Well, investors became increasingly worried … Read More