Market update Watch out for the Taper Tantrum - Global markets

Watch out for the Taper Tantrum

Despite patches of volatility in the global markets, we have ended the second quarter on a high note for global equities. Yet there is a sense that we are reaching an important inflection point as the US economy continues to recover at a blistering pace, with a successful mass vaccination programme allowing for the rapid…

Market update Will 2021 simply be 2020 v2.0?

Will 2021 simply be 2020 v2.0?

As we enter 2021, it is worth reflecting on our expectations at the beginning of 2020 when facemasks, social distancing, and national lockdowns were not yet a part of our day-to-day lives. At the time we were expecting moderate growth and a possible market correction but were also reasonably confident that a global recession was…