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DarnellsWM
Jul 9, 20213 min read
Client Update - 9th July 2021
Something strange has happened. Federer is out of Wimbledon earlier than usual, losing his final set 6-0 for the first time ever. England...
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DarnellsWM
Jul 2, 20213 min read
Client Update - 2nd July 2021
This week has focused on things coming, but not going. Footballs coming home, apparently, but COVID is here to stay. England finally...
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DarnellsWM
Jun 25, 20213 min read
Client Update - 25th June 2021
The global economy has recovered exceptionally well after one of the deepest recessions of the post-war era, but how challenging will the...
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DarnellsWM
Jun 18, 20212 min read
Client Update - 18th June 2021
Freedom Day is off, at least for 4 more weeks. As we are advised the Government is led by the data, I suppose this was no great surprise....
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DarnellsWM
Jun 11, 20214 min read
Client Update - 11th June 2021
In its recently published report – Net Zero by 2050 – the International Energy Agency (IEA) sets out a roadmap of how the world might...
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DarnellsWM
May 28, 20213 min read
Client Update - 28th May 2021
I have a quandary. Do I focus on the COVID Indian variant? Dominic Cummings vs Matt Hancock? I have taken the decision that I cannot add...
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DarnellsWM
May 21, 20213 min read
Client Update - 21st May 2021
Last week US inflation for April came out as a shock, with both headline and core indices surprising to the upside. What we had been...
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DarnellsWM
May 14, 20212 min read
Client Update - 14th May 2021
The spectre of inflation was again returned to dampen markets this week as Wednesday’s US Consumer inflation rate jumped to 4.2% in...
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DarnellsWM
May 7, 20216 min read
Client Update - 7th May 2021
The world remains almost perfect for equities. Growth is strong and earnings are rising. On both sides of the Atlantic, the pandemic...
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DarnellsWM
Apr 30, 20213 min read
Client Update - 30th April 2021
Inflation has been historically low in recent times, especially versus the levels experienced in the 70s and 80s. Following what has been...
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DarnellsWM
Apr 23, 20214 min read
Client Update - 23rd April 2021
I will start with some good news, that the International Monetary Fund (IMF) expects the global economy to stage a strong recovery,...
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DarnellsWM
Apr 16, 20214 min read
Client Update - 16th April 2021
Not a lot has changed in the last two weeks, although I would note that the vaccination roll-out and the subsequent decline in the...
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DarnellsWM
Apr 9, 20214 min read
Client Update - 9th April 2021
As there has not been a huge amount of news in markets and COVID vaccines since the bank holiday, I thought I would take a detour from...
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DarnellsWM
Apr 1, 20213 min read
Client Update - 1st April 2021
In recent weeks I have written about rising inflation and the effect on bond yields and future interest rates. Conjecture is all good...
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DarnellsWM
Mar 26, 20213 min read
Client Update - 26th March 2021
The vaccine rollout has generated genuine optimism despite still significant risks associated with the virus. With the reopening of...
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DarnellsWM
Mar 19, 20213 min read
Client Update - 19th March 2021
I am not sure it feels like a happy anniversary quite yet, however I should acknowledge that it is now a full year since I started...
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DarnellsWM
Mar 12, 20214 min read
Client Update - 12th March 2021
Markets have remained a little fragile over the last week, with continued troubles for technology stocks in the first few days, however...
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DarnellsWM
Mar 5, 20214 min read
Client Update - 5th March 2021
Markets have continued to wrestle between a brighter outlook due to a release from COVID lockdown, versus a change in market leadership...
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DarnellsWM
Feb 26, 20213 min read
Client Update - 25th February 2021
I am desperately keen not to recycle what you have already heard about Boris’s plans to slowly move out of COVID lockdown, so I will...
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DarnellsWM
Feb 19, 20214 min read
Client Update - 19th February 2021
After a drab month, UK markets had a better start to the week on the back of talk starting to turn to what Boris has in store for us on...
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