It was a fairly muted week for equity markets across the world, with the exception of the UK, where inflation rose to the highest level in almost a decade. In the US, investors weight inflation fears against strong economic data, whilst in China a larger-than-expected stimulus had little effect on markets. In China, the Real Estate market continues to worry investors, and in Europe a surge in Covid-19 cases clouds the economic outlook.
A special interview with Hannah Simons, Head of Sustainability Strategy at Schroders. As our guest this week, Hannah discusses all things climate change and COP26 - the key achievements and outputs - and what that means for investors.
Equity markets were positive across the world last week, except for China where the concerns about the strength of its property sector and rising Covid-19 cases weighed on markets. In the UK, the central bank keeps interest rates unchanged, and, in the US, the long-awaited infrastructure bill is approved.
Equity markets were moderately positive across the world last week, except for China where the concerns about the strength of its property sector weighed on markets. Corporate earnings appear to be positive, but supply chain problems and inflation concerns persist. Japan goes to the polls and in the UK, Rishi Sunak announces targeted spending initiatives.
Equity markets were mixed across the world this week. Corporate earnings appear to have boosted investor sentiment in the US and in Europe. Japan readies for its upcoming general election and China seeks to contain the property crisis amid a slowing economy. In the UK, investors are expecting that an interest rate hike could come sooner than expected.
Equity markets rose this week across the world. Inflation in the US appears to be peaking, whilst Japan’s new Prime Minister reassures the market. China sees a muted week in markets, whilst shares in Europe and UK rally, despite the continued concerns about inflation.
Robert Jeffree, our Chief Investment Officer, recently celebrated his 1-year anniversary at Omnis and he joined Rohit Vaswani, Client Portfolio Manager, in this interview special. The interview covers:
1. Who is Omnis and what benefits does our model deliver for clients
2. Our investment approach – how do we select managers?
3. The Omnis Managed Portfolio Service – how does it work?
We hope you find the interesting and useful in understanding our approach – as always, please speak to your financial adviser if you want further information about Omnis.
Equity markets rose this week, helped by US congress agreeing to increase the US debt ceiling temporarily allowing the US to avoid defaulting on its debt payments until early December. Inflationary pressures continue to be front and centre of investors’ minds.
It was a mixed week in markets, dominated by news of China’s second-largest property developer Evergrande’s debt problems. At the same time, global economies are facing a slowing in economic growth with inflation rising sharply.
Overall markets fell this week with key data coming out across the world. In the US, inflation appears to be falling. Japan’s optimism continues, owing to an incoming, yet-to-be elected, prime minister and the successful acceleration in their vaccination campaign, whilst in China fresh coronavirus outbreaks continue to have an impact on the economy. In Europe and the UK all eyes were on inflation and what this might mean for interest rates from here.
Investors’ attention continued to focus on central banks looking for hints as to when they might start tapering financial support, ahead of interest rate rises. The previous week’s weak labour report in the US, which highlighted the slowing economic recovery weighed on markets last week.
It was a muted week for markets, with the except of Japan, driven by mixed economic numbers. In the US, reports on the labour market delivered underwhelming numbers, whilst inflation in Europe continues to pick up. China sees economic activity drop whilst Covid-19 cases in the UK are on the rise again. Over in Japan, Prime Minister Suga resigns.
Overall, it was a negative week for markets globally. Worries over tighter central bank policy in the US and fears that economic growth could be peaking weighed on investor sentiment. This comes at a time when the highly contagious delta variant continues to disrupt supply chains and add to uncertainty.
Stock markets enjoyed a positive week. In the absence of much notable economic news, most market indices ground higher.
Our latest episode of The Omnis Investment Club podcast is a special interview with Tim Foster, Portfolio Manager at Fidelity International.
As our guest this week, Tim discusses all things Inflation and Bonds. We explore the inflation environment in more detail - why it has picked up dramatically, whether it's transitory and what it means for Bonds.
Stock markets enjoyed a positive week. Strong economic data and a slew of upbeat company earnings reports were enough to offset concerns over the continued spread of the delta variant and talk of central banks ending their extraordinary support packages.
It was a challenging week for markets globally, driven by continued news that the pace of the global economic growth is slowing, exacerbated by the spread of the delta variant and the impact this could have on economic growth. China’s regulatory crackdown on the private education sector proved to be much tougher than expected, sending concerns amongst investors globally.
It was a mixed week for markets globally. Most markets fell at the start of the week, but many recovered those losses. The spread of the delta variant and the likelihood that growth is slowing has impacted markets, but we saw some positive economic data coming out of Europe and some optimism return in the US as companies reported earnings.
On today's podcast, the tables have turned...and instead of Rohit Vaswani interviewing a guest, he is put in the hot seat - joined by Setul Mehta, Head of Business Development Operations at The Openwork Partnership. Setul challenges him on all things investments - Omnis, mutual funds, asset classes, Bitcoin and much more.
It was a tough week for markets. Stocks on both sides of the Atlantic met their worst weekly performance in at least a month due to fears about the rapid spread of the Delta variant of coronavirus. We also saw higher inflation being reported in the UK and the US which weighed on markets during the week.
Rohit Vaswani is joined by the CEO from Somerset Capital Management to talk about their investment process and approach since they took over management on 8 April 2021.