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In Tech...We Trust? 🖥👏🏼
A couple of pretty phenomenal milestones have been reached over the past week.
Harsh Patel, CFA
Aug 26, 20204 min read

Blue Pill / Red Pill 💊
With global financial markets typically quietest during the month of August following the completion of Q2 earnings season for most large co
Harsh Patel, CFA
Aug 15, 20207 min read

Tech-lash - 2.0 📱🖥
Given we're in the middle of summer (at least in the northern hemisphere!), we wanted to test how many of you are really switched on to what
Harsh Patel, CFA
Aug 8, 20203 min read

Tech-lash? 📱🖥
This week was pretty eventful for Big Tech, which might have seen the beginnings of a backlash against alleged misuse of its powers from a c
Harsh Patel, CFA
Aug 1, 20204 min read

We Have a Deal 🇪🇺 🌥
Unfortunately, it's not a Brexit trade deal, with Michel Barnier this week suggesting that it now seems unlikely we'll get one by the end of
Harsh Patel, CFA
Jul 27, 20205 min read

A Busy World 🌎🌍🌏
That European Summit
Thursday saw the ECB announce it's monetary policy decisions, with Christine Lagarde essentially reiterating their com
Harsh Patel, CFA
Jul 22, 20203 min read

Enter the Dragon 🐉 🐲
If you're a regular reader of this newsletter, you'll have noticed that we usually spend time focusing on US and European stock markets as w
Harsh Patel, CFA
Jul 15, 20206 min read

Hanging in the balance
Global stock markets experienced a midweek sell-off last week with major indices trading 3-5% lower over the course of Tuesday / Wednesday b
Harsh Patel, CFA
Jun 29, 20204 min read

Where's the Money?!
Optimism was back in the stock market this week after the prior week's declines. Most major stock market indices ended this week having reco
Harsh Patel, CFA
Jun 23, 20205 min read

The Pullback 📉
We suspected this was a bear market rally which seemed unsustainable, driven more by optimism than fundamentals and this week, we saw some o
Harsh Patel, CFA
Jun 17, 20204 min read

Back to Work? 🇺🇸 🤷♂️
In case you missed it, financial markets - especially those in the US - rallied hard yesterday on the back of the latest US jobs report.
Harsh Patel, CFA
Jun 10, 20205 min read

Europe's Moment
The time has come.
It's what investors, bankers, traders and asset managers have been waiting for, and it has the potential to redefine th
Harsh Patel, CFA
Jun 3, 20204 min read
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