Market Observations – Mar 2020

March 27th, 2020, by Chris Davis

Over the last few days we have spoken to a number of fund managers to get their views on the events of the last few weeks. Some of the key observations are summarised in the article below.

Economic Commentary – Mar 2020

March 25th, 2020, by Chris Davis

Don’t stop thinking about tomorrow Global equity markets fell sharply at the end of February as the impact of the rapid spread of the Coronavirus (Covid-19) became apparent. As at 19 March there are over 200,000 confirmed cases, of which… Read More…

Market Monitor – Feb 2020

March 5th, 2020, by Chris Davis

The spread and impact of the Coronavirus has been the focus of the world and financial markets in February. Equity markets fell in response to uncertainty as to the immediate consequence for the global economy and whether it may potentially… Read More…