Global bond market review: Corporate defaults on the rise
Investors’ attention shifted from safe havens to riskier assets during November.
15th Dec 2020
Europe market review: European markets shrug off negative data
Although November in Europe was characterised by rising Covid-19 infection rates and lacklustre economic data, share prices soared over the month.
Europe market review: A wake-up call for Europe?
Investor sentiment in Europe was dampened during September by an uptick in coronavirus infection rates across the region, and the World Health Organisation (WHO) warned that the news should be “a wake...
14th Oct 2020
Europe market review: Three key challenges for the ECB
Amid signs that Covid-19 infection rates were on the rise once again around Europe, some localised restrictions were reimposed in August, putting a brake on economic activity.
17th Sep 2020
The Week: Grim reading on UK data
The UK’s economic output slumped in the second quarter – and the future’s not looking too bright either.
12th Aug 2020
Europe market review: “All necessary steps”
European countries continued to ease their lockdown measures during June; nevertheless, the World Health Organisation (WHO) warned that the region was experiencing a weekly increase in COVID-19 cases...
5th Aug 2020
Europe market review: European economies shrink in Q1
European equity markets generally rebounded in April after sustaining steep falls in March.
19th May 2020
Global update: March meltdown
The extended bull run came to an abrupt end in March as the coronavirus continued to spread into Europe and America, and a collapse in confidence pushed share indices into bear-market territory.
20th Apr 2020
Europe market review: Extraordinary times
European investors experienced a torrid March as the coronavirus spread and intensified across the region. Major equity markets posted double-digit losses over the month.
17th Apr 2020
The Week: Are we going bust?
Government bailouts look set to explode already stretched deficits. While necessary in the short-term, what may be the longer-term consequences?
2nd Apr 2020
Europe market review: European markets fall in February
Coronavirus continued its spread into Europe during February, with Italy the hardest hit country by a significant margin.
4th Mar 2020
Europe market review: ECB launches review of its monetary policy strategy
The eurozone’s economy expanded by only 0.1% during the fourth quarter of 2019.
12th Feb 2020
UK bond market review: Flight to safety
Gilt yields fell during January as investors sought the perceived safety of government bonds
Global bond market review: Investors eye riskier assets in December
A mood of tentative optimism blunted the attractions of government bonds during December.
15th Jan 2020
Europe market review: Germany puts the brakes on the eurozone
The eurozone’s economy remained sluggish in December as improved activity in the services sector failed to mitigate a deepening contraction in the manufacturing sector.
Global update: Double-digit gains in 2019
Despite a year that was filled with political and social upheaval – from the trade war between the US and China, through Brexit, to the civil unrest in Hong Kong – many world markets achieved double-d...
9th Jan 2020
Europe market review: Germany avoids recession
The eurozone’s economy almost stalled during November, according to IHS Markit, which reported the lowest level of activity for two months.
20th Dec 2019
Global update: Brexit takes a back seat
Although politics continued to dominate newsflow and sentiment in the UK during November, Brexit was superseded by the General Election as the focal point.
10th Dec 2019
Bright sparks in autos and tech shine through clouds of US/China trade tensions
A choppy earnings season and ongoing concerns over political risk have cast a pall over the tech sector in recent months.
BNY Mellon Investment Management
13th Nov 2019
Europe market review: ECB restarts QE
During September, the European Central Bank (ECB) announced another programme of economic stimulus measures designed to shore up the eurozone’s faltering economy.
15th Oct 2019
The Week: Does manufacturing matter?
As US manufacturing slides, how important is it for global economic growth? And would trade talks resolve the problem?
2nd Oct 2019
Europe market review: Storm clouds gathering over Germany
Confidence over the outlook for Europe’s economy continued to deteriorate during August amid mounting concerns over Germany’s prospects.
16th Sep 2019
Global update: Parliament’s suspension creates controversy
The prospect of a no-deal Brexit crept closer during August as Prime Minister Boris Johnson announced that Parliament would be suspended.
4th Sep 2019
The Week: Yield Curve
The US yield curve has finally inverted. It’s spooked equity markets, but does it necessarily mean recession is imminent?
15th Aug 2019
The Week: A new world order threatens capitalism
After significant falls this week, have markets recognised that China/US trade wars are part of a deeper problem?
8th Aug 2019
Europe market review: Further stimulus to come?
Following the extension to the Brexit deadline, the European Commission urged companies to ‘take advantage of the extra time” to make their preparations.
10th Jul 2019
Global bond market review: Central banks start to ease
Bond yields continued their decline into June: prices rose as several central banks loosened their monetary policy stance.
Global bond market review: Europe weakens
Demand for government bonds generally rose during April against a backdrop of intensifying concerns over the global economic outlook.
14th May 2019
Europe market review: Eurozone stages a rally
The eurozone’s economy rebounded during the first three months of 2019, posting quarter-on-quarter growth of 0.4%. Italy emerged from recession, supported by export activity.
Europe market review: European slowdown
Interest rates in the eurozone are not expected to rise until next year at the earliest, according to the European Central Bank (ECB).
17th Apr 2019
Europe market review: Headwinds to European growth
Although European stock markets generally rallied in January after December’s sharp falls, investor sentiment was blunted by further signs of economic slowdown. European Central Bank President Mario D...
25th Feb 2019
The Week: Markets rebound; but why?
Markets re-found their footing this week with European stock markets hitting a three month high.
14th Feb 2019
Europe market review: EU initiates Brexit contingency measures
Despite concerns that the eurozone’s economic expansion is showing signs of faltering, the European Central Bank confirmed that its programme of quantitative easing measures was ending at the end of 2...
18th Dec 2018
Fed tightens rates
US Treasury bond yields increased as investors awaited the next development in the trade war between the US and China. The yield on the ten-year Treasury bond rose as high as 3.1%, b...
5th Oct 2018
Italy’s spending plans raise eyebrows
Having recovered slightly during September, share prices in Italy fell heavily at the end of September as Italy’s government raised eyebrows with a controversial budget. The go...
Europe market review: ECB remains supportive
During April, the ECB confirmed that it would continue with its planned programme of monthly bond purchases until the end of September, and that asset purchases would carry on beyond thi...
21st May 2018
Europe market review: Post-Brexit future of Northern Ireland remains in doubt
European share prices generally fell in February, undermined by speculation that major central banks may be poised to tighten monetary policy more quickly than previously anticipated....
14th Mar 2018
Global update: Sterling regains pre-Brexit levels
The pound strengthened to its highest level against the US dollar since the Brexit referendum in June 2016, rising above US$1.40. Although sterling was lifted by weakness in the US...
8th Feb 2018
Global update: A strong 2017 for global equity markets
Although global equity market returns were relatively muted during December, annualised performance from leading equity indices was very strong. The US, Germany, Japan, Brazil and Ind...
10th Jan 2018
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