News and views

A Fairer Society?

A fairer society is the great hope of many as the world emerges from this pandemic. That does seem to be the way responses to the Covid-19 virus have steered fiscal policy.

Frustration frequently results in protests – the gilets jaunes for example, although French protesting is a cultural thing going back to the revolution.  In the US, the death of George Floyd and the resultant Black Lives Matter protests have lit the touch paper which has the potential to change society in profoundly positive ways both in the US and worldwide. 

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May 2020 Review

May saw a continuation of the rally in risk assets that started at the end of March and continued through April. Growth equities were the winners in May especially in technology sectors benefiting from restricted economies and the resultant expansion of the digital economy.

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April 2020 Review

The savage and rapid financial market falls that stunned investors in March gave way to a meaningful rebound as the rally that started in the final week of March continued through April only petering out in the final couple of days of April.

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It could be a Marathon but it won’t be a Sprint – 21/04/20

Next Sunday, April 26th, would have seen the London Marathon take place.  Of course, it was postponed some weeks ago but as a previous participant (three times having said ‘never again’ after the first time, slower and slower by the way) it always brings back some fond memories and the odd wince.

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Emerged or Emerging

We appreciate that investors and clients are probably more concerned about market direction and peaks in infection rates than asset allocation at the moment, but we have seen a number of pieces about emerging market equities – concerns and opportunities.  For this weekly update, we thought we’d dispel or try to dispel a myth and get a greater focus on the ‘EM’ landscape.

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March 2020 Review

 March Madness?  During my time working in the United States in a previous life, March was notable among sports fans for the annual National College (NCAA) Basketball Championships also known as ‘March Madness’.  Needless to say, it didn’t take place this year and apologies to non-sports fans for this reference but for many investors, March […]

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Whatever it Takes

The phrase coined by the European Central Bank President, Mario Draghi in 2011 that effectively saved the Euro has been quoted by more than one country leader and/or their finance minister in the past week.

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Business Continuity amid COVID-19

COVID-19 – T. Bailey Asset Management business contingency details.

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February 2020 Mid Monthly Update

  My Grandad died at the age of 21! How is that possible?! Well he was born on the 29th of February and as that was a leap year, he only had 21 birthdays in his 84 years.  This year is also a leap year and to many investors, investing now is something of a […]

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Twenty Years Old

As you will have seen untold volumes of media footage and column inches, in addition to any number of invitations to webinars on the election outcome from investment providers, I will only state that the size of the majority gives the PM five years in office but also allows the Conservatives to become more centrist. […]

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