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August

August Market Commentary

If there was one word that characterised July, it was tension. Tension between Beijing and Hong Kong, tension between China and the US, and tension between China and the UK over Huawei. (more…)

July

July Market Commentary

Looking back to the start of last month, June began optimistically as the Space X astronauts reached the International Space Station and ended on an even more upbeat note as Boris Johnson launched a ‘new deal’ for Britain and declared: “This is the moment to be ambitious.” (more…)

June

June Market Commentary

For the second month in a row, we went back to the previous month’s Commentary before we wrote a word. How did we leave April in this rapidly changing world? (more…)

May

Stories to sustain us: Where do you get your energy from?

 

In my post of 12 April 2020 (How long is this sustainable for?) I promised a series of mini-blogs to highlight stories about companies that see the link between the sustainability of their business and that of the planet. I’m giving myself free rein here to look at anything from what big, grown-up companies are doing to get with the programme, to young, earnest start-ups with ground-breaking ideas – and all that comes in between. Happy reading!

 

A sustainable story for today: Walking on solar panels

As ministers from around the world gathered around their computer screens at the end of April for the annual Petersburg Climate Dialogue (intended to be held in Glasgow this year – not confusing at all then), there was much talk of seizing the day. For example, in the UK we haven’t used any coal to make our electricity for over a month and energy generated from renewable sources such as wind has overtaken that from fossil fuels for the first time because a) lockdown has slashed demand and b) apparently it’s been very windy. We know this is only temporary, but still, can we not keep it up? (more…)

Stories to sustain us: It’s plastic, but not as we know it

In my post of 12 April 2020 (How long is this sustainable for?) I promised a series of mini-blogs to highlight stories about companies that see the link between the sustainability of their business and that of the planet. I’m giving myself free rein here to look at anything from what big, grown-up companies are doing to get with the programme, to young, earnest start-ups with ground-breaking ideas – and all that comes in between. Happy reading!

A sustainable story for today: a new kind of plastic

This first one is no more than a snippet about an idea that is still in the development stage. I’ve chosen it because it’s one that inspires hope and shows how taking an interest in sustainable investing is about so much more than finance. (more…)

How long is this sustainable for?

 

The never-endingness of the current situation is prompting Carole to find out more about investing in companies that were already recognising that ‘this can’t go on’

 

So, I’m starting to feel like I’m stuck in a permanent Sunday of my childhood where no shops are open (it was the seventies, you know) and you can’t call for your friends because we are all supposed to be having family time. Even a Groundhog Day scenario seems appealing right now – what with its community gathering and small-animal excitement. So quickly have we become conditioned to the new rules of (dis)engagement that a friend told me she had found herself accidentally social-distancing from her husband in the kitchen. I questioned the “accidentally”. (more…)

May

May Market Commentary

Right now, even a week seems a long time in the news agenda. Remembering the end of March, when we wrote our last Stock Market Bulletin, feels “The figures that follow will not make for pleasant reading,” we wrote. “It is scant consolation that they would have looked much worse in the middle of the month, before governments around the world rushed to put stimulus packages in place to protect their economies and businesses.” (more…)

April

April Market Commentary

In March, the coronavirus outbreak seemed to steal all the headlines, giving us almost hourly updates as it transformed our lives, and made the word ‘unprecedented’ feel like an understatement. Inevitably, there has been a serious impact on world stock markets, which have suffered their worst quarter since 1987. (more…)

March

March Market Commentary

Not the election of Donald Trump, not the US/China trade dispute. Not even Brexit. We cannot recall a single issue having so completely dominated a month’s news – or threatened to have such serious consequences – as the outbreak of Coronavirus in China. (more…)

What can we expect in the Budget?

With the government’s first budget set for 11 March, we wanted to take a look at some of the main measures that are expected to be included. Will the Conservatives adhere to the spending commitments made in their manifesto? Or will they do a u-turn on some? Here are a few of the key areas to look out for: (more…)

February

February Market Commentary

China grabbed the headlines again in January, but this time not for trade. On 31st December, the Chinese authorities had notified the World Health Organisation of an outbreak of pneumonia in Wuhan City, Hubei Province. Today the country is in lockdown, the death toll is rising fast, the number of infected is rising faster. (more…)

January

January Market Commentary

The end of the decade saw the US/China trade dispute continue to make plenty of headlines. However with Donald Trump signing a long-awaited ‘phase one’ agreement on 15th January, it appears 2020 could see tensions ease. Trump is currently due to travel to China later in the year, where ‘phase two’ of the deal will presumably be concluded. (more…)

December

December Market Commentary

The beginning of November saw the World Trade Organisation authorise China to put $3.6bn (£2.8bn) of tariffs on US goods. The following week it was reported that a potential trade deal between the two countries could see tariffs ‘rolled back’. (more…)

November

November Market Commentary

The beginning of October brought us the Conservative Party conference and a plethora of promises and fiery speeches. Meanwhile world stock markets were tumbling on fears of a global sell-off and the US/Europe tariff war joining the US/China dispute. By the middle of the month President Trump declared himself ‘optimistic’ about trade talks with China. (more…)