Market commentaries

Here you can find the latest market commentaries produced by our expert research team, including quarterly market reviews and in-depth articles on market conditions.

Markets grind higher on hopes of a quick recovery

Published on 07 Oct 20 by Liz Rees

We review the performance of stock markets in the third quarter and identify the main economic and political drivers. We look at which areas that have done well, and which have lagged behind, as the Covid-19 health crisis continues to cast a shadow over society and economic activity.


The outlook for stock markets: how smooth is the road to recovery?

Published on 14 Jul 20 by Liz Rees

As the COVID-19 pandemic continues to disrupt the way we live and work, governments are providing unprecedented amounts of monetary and fiscal stimulus to try and restore consumer and business confidence.
Could this turn out to be one of the shortest bear markets in history or will a second wave of the pandemic stall the nascent recovery?    


Review of Q2 2020 - markets on the front foot as optimism returns

Published on 07 Jul 20 by Liz Rees

In this article we review the performance of world stock markets in the second quarter of 2020 and look at the key economic and political drivers. We highlight the areas that have thrived, and those under pressure, as consumer and corporate behaviour adapts to the COVID-19 crisis.


Outlook for 2020: life after lockdown

Published on 15 Apr 20 by Liz Rees

The coronavirus (COVID-19) crisis has severely dented economic growth prospects for 2020 and possibly beyond. However, companies that take sensible steps to protect their financial position during the downturn should be well placed to capitalise on the eventual recovery. But how does the rest of 2020 look when much of the world is in lockdown?  


Market review of the first quarter 2020

Published on 09 Apr 20 by Liz Rees

This review looks at the drivers behind the falls in stock markets around the world in the first quarter of 2020. We highlight the stimulus provided by central banks and governments to help economies and companies get back on their feet when normal life resumes.


Market review for fourth quarter 2019 and the outlook

Published on 24 Jan 20 by Liz Rees

Markets began the quarter on the front foot as the US and China called a temporary truce to their trade wars. Donald Trump declared that it would produce a much-needed lift to the flagging world economy, investor sentiment warmed and stock markets across the globe rose, rounding off a year of impressive gains. 


Chinese New Year – Is the Year of the White Rat a good time for investors?

Published on 22 Jan 20 by Adrian Lowcock

This year, the 25th January is start of the year of the White Rat according to the Chinese Zodiac. The rat is the first animal in the Zodiac and is seen as a good sign for the Chinese economy. 


UK Election result – Conservatives win majority, what does it mean for investors?

Published on 13 Dec 19 by Adrian Lowcock

The pound was the first to react to the indications from the exit polls that the UK was headed for a Conservative victory. We look to see which companies are the immediate winners and losers and what the results mean for investors longer term.