Economic and market overview Global Continued worries about inflation, the spread of the Delta variant of Covid-19, and rising tensions in the Middle East dominated headlines in July. The International Monetary Fund published an update to their World Economic Outlook [...]
Economic and market overview Global Risk appetite started the month on a positive note with many major equity indices recording all-time highs during the month. Global equity markets remain supported by very accommodative monetary and fiscal policies at a time [...]
Economic and market overview Global Speculation over whether the current state of inflation is transient or not dominated market commentary in recent weeks. In their most recent Multi-Asset Monthly Commentary, Prescient Investment Management analysed the combined impact that the various [...]
Economic and market overview Global A resurgence in Covid-19 infections, especially in India, caused some discomfort among investors. Accompanied by a less than smooth roll out of vaccinations in most territories it’s not yet clear that the world has put [...]
