Covid-19 – the on/off switch?

Covid-19 – the on/off switch?

Economic Performance & Outlook It would appear that the Covid era of economic malfunction is nearing its end – for much of the economically developed world at least. With an advanced vaccination programme taking place, businesses are reopening and restrictions are...
All Change?

All Change?

Economic Performance & Outlook Markets and economists have an uneasy relationship with inflation – too much and it destroys savings and dulls economic activity as the exchange of goods and services becomes less certain. But too little can be just as stultifying...
Covid 19 in the rear-view mirror?

Covid 19 in the rear-view mirror?

Economic Performance & Outlook John Maynard Keynes said, “when the facts change, I change my mind.” That’s key to understanding the way financial markets are operating now. With a range of vaccines now projected to have significant success in protecting...
What a difference a few months make

What a difference a few months make

Economic Performance & Outlook Back in January, policy makers set out growth projections for this year and next, relying on past experience to (reasonably) accurately forecast growth. Now, after a few months living with the Covid-19 virus, the range of scenarios...
Coronavirus – one word, far reaching effects

Coronavirus – one word, far reaching effects

Economic Performance & Outlook The overarching concern for everyone at the moment – investors, politicians, policymakers – is the fallout from the coronavirus outbreak and how we will mitigate the damage done to the economy, both from the outbreak itself and the...