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INSIGHTS THAT MATTER

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This is Not Normal, but It is Probably for Real

Published May 10, 2021

• Mounting inflation pressures point to a new world of inflation away from the previous normal • US employment data was another clear signal of building wage inflation • Government bond yields anchored by central banks may save bonds for the moment • Equities to continue to rise in the absence of a marked rise…

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Not Out of the Woods

Published May 5, 2021

• 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…

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Testing Times

Published May 4, 2021

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…

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Testing Times

Published Apr 26, 2021

• 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…

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