US ELECTIONS WHAT HAS HAPPENED (IN CASE YOU HAVE BEEN LIVING UNDER A ROCK)? Joe Biden has won the US presidential election. The Senate will probably stay in Republican hands (all eyes are on Georgia for the results of the runoff in January). Biden had an ambitious agenda with regards […]
Tag: CIO Note
Note from the CIO 17th June
Financial markets have rallied since April, with investors growing confident that economies will turn around quickly from the fallout from the pandemic. Their optimism has grown stronger in recent weeks as various countries have started to ease lockdown restrictions and tentative signs of stabilisation have emerged. Daily activity trackers from […]
Note from the CIO 27th May
The first real pandemic in 100 years, the bursting of a credit and asset bubble that everyone believed in, and the incredible speed of the reversal has left many people bewildered, confused and grasping at straws. It is natural for human nature to look for hopeful outcomes at a time […]
Note from the CIO 17th May
Financial markets have rallied since April, with investors growing confident that economies will turn around quickly from the fallout from the pandemic. Their optimism has grown stronger in recent weeks as various countries have started to ease lockdown restrictions and tentative signs of stabilisation have emerged. Daily activity trackers from […]
Note from the CIO 27th April
Since the last time I wrote, financial markets seem to have returned to a calmer state, certainly when compared to the moves in March. Having said this, there is nothing calm about what is going on: We now have confirmation that we are facing the greatest economic contraction since the […]