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Most developed equity markets produced positive returns as the ongoing economic revival outweighed concerns about the continued spread of coronavirus and growing supply-chain problems. Business confidence has remained strong as most regions have continued to recover and investor confidence has also remained robust. Signs that US inflation may be slowing down helped to reassure investors. UK inflation remained high but is mostly due to base effect as prices are compared to low prices this time last year. However, towards the end of the quarter central banks began to talk about winding-up asset purchase programmes and indicated that rate hikes are closer than expected. This caused government bond yields to rise sharply and equity markets to fall back…

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