Women’s Day: Female leaders speak out as Covid threatens glass ceiling March 8, 2021 As the world comes together to celebrate International Women’s Day, the fight for gender equality enters a defining era. Today is a celebration of empowerment and inspiration, but tomorrow is even more important. The recent news that all-male boards had disappeared from the FTSE 350 was a win for diversity, but the economic challenges posed [...]
City A.M. TV: Daily Market Snapshot (video) February 26, 2021 There was a sharp shift in tone in markets yesterday, with the back-up in bond yields causing significant disruption in the equity market. Of note, that disruption spread beyond the tech and growth sectors – with weakness in all 11 S&P500 sectors, all 24 S&P500 industry groups, and all the key US headline equity indices [...]
City A.M. TV: Daily Market Snapshot (video) February 24, 2021 Sector behaviour in the global markets is currently unusually divergent. Key cyclical sectors across the globe are making new highs: UK & US airline sectors, for example, have rallied sharply in recent trading sessions to new multi month highs; the UK’s FTSE basic materials sector is at new multi-year highs, while the global banks sector [...]
City A.M. TV: Daily Market Snapshot (video) February 23, 2021 Following false breakouts in markets last week, downside momentum continued to build yesterday.
Wall Street indexes follow FTSE 100 rise to end week on a high February 19, 2021 Wall Street follows FTSE 100 rise to end week on a high
Are investors adjusting to the new normal? December 18, 2020 Potential for recovery following Covid-19 and trends which have accelerated as a result of it give many reasons for optimism heading into 2021 The list of reasons for investor uncertainty heading into 2021 remains long. A global pandemic. Lockdowns. Volatile markets. Political turbulence. Uncertainty over jobs and the economy. Record levels of government borrowing – [...]
UK companies are cheap: the smaller the cheaper December 11, 2020 UK stocks have lagged their global peers, but is the stage set for a change of fortune? Many investors in UK stocks have looked on enviously at the super-sized returns that global stocks, and US stocks in particular, have been able to deliver over recent years. That all changed this month. As of 18 November, [...]
Playing FTSE: How a global index was born in London November 30, 2020 It is now more than two decades since FTSE was founded – becoming common parlance not just in the City but across the business world. FTSE’s founder Mark Makepeace has teamed up with respected business journalist James Ashton to tell the story of the FTSE – and how it grew from nine people in an [...]
Can asset management’s Covid-19 response help regain public trust? November 27, 2020 The tenth anniversary of the Global Financial Crisis (GFC) back in 2018 sparked a deluge of articles recalling the days the financial system stared into the abyss. They questioned just how close we came to complete collapse, but also whether it could happen again. Had anything changed in the decade that followed? From some perspectives [...]
Think short-term for lockdown but not for investing November 25, 2020 The UK’s second lockdown means everyone’s winter plans have been torn up and thrown away. Even seemingly modest weekend activities – going to a museum, meeting a friend for lunch – are now off the table. As many of us learnt during the first lockdown, the trick is to focus on what is possible in [...]