WEEKLY COMMENT

A weekly email newsletter from our Chief Investment Strategist, Alan McIntosh, and Head of Fixed Interest Research, Richard Carter, with their take on the last week.

Written by

Alan McIntosh
Chief Investment Strategist
Richard Carter
Head of Fixed Interest Research
All insights
As inflation headlines do little in the way of disrupting market rallies, host David Henry, Investment Manager, is joined by Richard Carter, Head of Fixed Interest Research, and Oliver Creasey, Equity Research Analyst, to discuss whether the upward pressure on bond yields is likely long lasting.
All insights
As we see continued optimism surrounding economic recovery, host Fraser Wilkinson, Investment Manager, is joined by Richard Carter, Head of Fixed Interest Research, and Jamie Maddock, Energy and Materials Analyst, to discuss what the latest economic figures are showing from the US, the drivers behind the recent commodity price movements and how to hedge against the possible rise in inflation.
All insights
Following a quiet start to the week with the UK and US markets closed on Monday and the sun starting to shine, markets have reversed some of the reflationary trade that dominated much of the month. Host Daniel Schieber, Investment Manager, is joined by Chris Beckett, Head of Equity Research, as they recap the first five months of the year, the rebound and longevity of the retail and luxury goods industries and the outlook of what can we expect for the remainder of 2021.
All insights
It was another volatile week for equity markets although losses experienced in the earlier half of the week were for the most part rectified by Friday’s close.
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