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Market Insights – September 17th, 2018

Retails sales in China were up 9% year on year in August, and manufacturing output rose 6.1%. Both of these figures beat the forecast – a sign that the Chinese economy is stable. Infrastructure spending, however…

Market Insights – September 10th, 2018

Sterling bounced back after GDP growth came in better than expected (0.6% quarter on quarter). What’s more, while there’s been no real breakthrough in the talks, it turns out Germany may be able to live with a less detailed Brexit plan…

Market Insights – September 3rd, 2018

The Argentine peso tumbled almost 20% in a week, even though the benchmark interest rate was raised from 45% to 60% to try and halt the depreciation.

Market Insights – 27th August 2018

The US health-care sector is on the verge of reaching a new record high, buoyed by investors’ appetite for this growth sector, which is relatively immune to the ups and downs of the macro cycle. We continue to be bullish on this segment, which offers clear growth prospects.

Market Insights – August 20th, 2018

The latest figures from China still point to a gradual slowdown in growth. Economic activity fell short of expectations in July…

Market Insights – August 6th, 2018

One day after the US administration unveiled plans to raise import tariffs from 10% to 25% on USD 200 billion of Chinese goods, China retaliated by announcing tariffs ranging from 5% to 25% on USD 60 billion of American goods.

Market Insights – July 23rd, 2018

First Ms May’s foreign secretary resigned and then the prime minister managed to upset the pro-European wing of her party. Although there is some risk of a vote of no confidence, May should be able to get the support she needs to meet the Brexit deadlines.

Market Insights – July 9th

The US indicators released last week all suggest that economic growth is picking up, but stocks in defensive sectors – such as health care, consumer spending and public services – are the ones riding high. Could this be a sign that investors are getting early summer jitters?

Market Insights – June, 18th 2018

Germany’s right wing is embroiled in infighting over immigration. That’s not good news for Angela Merkel, who is starting her fourth term in a much weaker position…

Market Insights – 11 June 2018

Apple has allegedly warned its suppliers to produce 20% fewer components as iPhone sales drop off. In the past, such rumours have often proved to be unfounded, but they nevertheless weigh on the share prices of semi-conductor manufacturers around the world.