The Week: What does it cost to support markets? $2 trillion
The US emergency fiscal stimulus package has finally passed and markets are grateful, but could it create long-term problems?
26th Mar 2020
The Week: Bye-bye the ‘V’ shaped recovery; hello the ‘L’ shape
A V-shaped recovery now looks vanishingly unlikely, but could any good come of the financial market meltdown?
19th Mar 2020
The Week: What markets really, really want...
Markets have their fiscal and monetary stimulus, but still they’re not happy. What would it take to improve market sentiment?
12th Mar 2020
The Week: Federal Reserve: not enough or too much?
The Federal Reserve surprised markets by announcing a 50bps interest rate cut in an attempt to calm market nerves. The move hit a bum note, prompting a further sell-off in the equity market.
5th Mar 2020
The Week: Only flu? Assessing the impact of the Corona virus
It’s been a torrid week for the financial markets, as investors assess the potential impact of the Coronavirus.
26th Feb 2020
The Week: Merger mania?
Consolidation has been considered a solution to the pressures on the active management industry, but it is not an end in itself.
19th Feb 2020
The Week: The UK continues its unloved status
As Valentine’s Day approaches, the UK still can’t find many suitors. The post-election bounce has ebbed and investors are looking at the Brexit negotiations with trepidation.
12th Feb 2020
The Week: Returns in short supply
It’s been a torrid time for short-sellers of Elon Musk’s Tesla as the company has beaten expectations on profits. Does it challenge the concept of short-selling?
5th Feb 2020
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