market-commentary

MARKET COMMENTARY

Scroll Down

Not Out of the Woods

May 5, 2021

4:53 am

• COVID challenges still abound – a smooth pick up in global growth not assured • The gold price may be a bellwether of investor concern’s about the spread of virus variants • Growth has pushed inflation pressures not seen in decades • Some inflation particularly in metals may stick for structural reasons • Japanese…

Read More

Testing Times

May 4, 2021

6:44 am

The last few weeks have been particularly difficult for many of us as the second Covid wave in India has been much severe than any across the world. However, there are early signs that cases in Maharashtra (and Mumbai within that) may be peaking and some of the other, larger severely affected states like Tamil…

Read More

Testing Times

Apr 26, 2021

2:15 am

• India’s challenges still present a risk to markets • The rally in conventional government bonds has fixed income managers thinking • Equity managers commitment to growth stocks to be tested • ESG in the headlines with Earth day delivering new targets for cuts in emissions • President Biden’s tax raising plans show that some-day…

Read More

The US 10-year bond yield – A Tale of Two Countries

Apr 19, 2021

10:04 am

• Low US 10 year bond yield either discounts trouble for growth, or reflects market inflation complacency • Very recent surge in cases of a new variant of COVID-19 in India a concern for global markets • Meanwhile in the US economy there are signs of potential inflation pressure • Factors that could pressure for…

Read More
Top