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House report Q4 2020
A delicate balancing act
In this quarter's edition of the House Report, we ask how, in the midst of the worst economic downturn in living memory, is it possible that the majority of global asset prices are higher than they were before the virus emerged last December.
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Market view – a brave new world
We cannot yet be sure how this pandemic will end, but with the mass deployment of vaccines now under way, today’s high infection rates could be materially lower in a few months’ time. Financial markets were quick to respond last year, scenting better times ahead despite the daunting…
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Six minute strategy: The great reflation
The last three weeks have seen world markets rise by 3.5%, with the UK and emerging markets up nearly 5% despite the daunting infection data we are now seeing in the UK. In his first video of 2021, Guy Monson reviews three major events - the Brexit deal,…
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Market news -21 December 2020
US fiscal stimulus, Fed policy and currency manipulators In the US, lawmakers agreed on a $900bn (4% GDP) stimulus package deal after months of delay and deadlock and risk of government shutdown. The package includes direct payments to individuals ($166bn), boosts unemployment benefits ($120bn), as well as money…
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Six minute strategy: Assessing the damage – finding the opportunities
Almost every asset class has risen over the year, some to new records. It is a testament to the power of markets to be able to look through the current crisis. In the last video of 2020, Guy Monson reviews Sarasin’s investment policy conclusions and what they could…
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