Investors have flocked to those sectors which they believe will benefit from lasting post-pandemic trends, and avoided those that have proven less resilient – with Information Technology up 29% at one extreme, and Energy down 41% at the other.
Chart of the Week: Week 24, 2017: Historical Asset Class Performance
This chart shows a snapshot of the performance of different asset classes: UK commercial property, global government bonds and global equity since 2003.
September 2016
Like a drug, increasing QE is less and less effective. The actions of the Bank of England post-Brexit are for this reason extremely worrying and will cause many more problems down the road for banking…
July 2016
We can now say that June 23rd is a seminal moment in Great Britain’s history.
The outcome of the referendum was unexpected and extraordinary. The weight of th…
February 2016
We are in confusing times as the world’s economy adjusts from high to low commodity prices. This adjustment, however, will by the end of 2016 largely have been made and the outcome will be primarily…
January 2015
A view of the world must include a reference to the Ukraine. This unholy mess is potentially a major headwind for European stability and it is difficult to see how it can be resolved. Hopefully at the least it can be contained and possible discussions that are scheduled …