In a review of the week of 26 July, some economies showed signs of recovery but emerging markets remain hindered by the continued spread of the COVID-19 Delta variant, the speed of their vaccine rollouts and China’s regulatory crackdown.
In a review of the week of 19 July, we flag the new developments in financial markets, which continued to be dominated by the same reoccurring themes of inflation, central banks’ intervention and the spread of the COVID-19 Delta variant.
We review the week starting 12 July, which saw markets slip back from recent highs amid continued concerns over the spread of the COVID-19 Delta variant. Meanwhile, the debate carries on about how transitory inflation might be.
As the semiconductor industry saw a global shortage the relationship between China and the US got tenser, particularly with regard to Taiwan. Karen Bennett and Rebecca Cretney highlight what’s going on and what investors should be aware of.
We review the week starting 5 July, which was a mixed time for global stocks due to ongoing concerns about the spread of the Delta variant of COVID-19, and as signs of an economic slowdown in China took their toll.
This month, we bring you our quarterly investment market commentary in place of the June monthly market review. However, the table includes the usual month-on-month figures for comparison.
David McFadzean was joined by Tom Caddick as they discussed recent trends in financial markets, how these might affect investors in the coming months, and how our portfolios are positioned to respond.
The debate on the Federal Reserve's view of inflation, and the spread of the Delta variant for COVID-19 dominated markets during the week of 28 June, as we explain in our latest update.
The week of 21 June saw a relatively quiet week, with stock markets in the positive and a news cycle dominated by the Federal Reserve meeting and its plans to support the world's largest economy.
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