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Quarterly Investment Update: Cyclical risks to earnings continue to fade
Last Updated: September 30, 2025
That goes hand in hand with rising bond yields, but equity investors needn’t be overly concerned.
Review of the week: Resurrection
Last Updated: September 30, 2025
The US economy is rocketing towards recovery, with jobs, confidence and output soaring amid a strong vaccination drive and stimulus. Next on the list, investment in clean energy.
Review of the week: A chill wind blows
Last Updated: September 30, 2025
A week of Fed watching cooled the recent rise in US Treasury yields, sending the dollar and sterling lower. Then British flags followed suit.
Who's afraid of bond vigilantes?
Last Updated: September 30, 2025
Benchmark US government bond yields have been rising in anticipation of the end of lockdown unleashing a tsunami of pent-up consumer demand, powered by a fresh $1.9 trillion stimulus package. Concerns that this will lead to a persistent rise in inflation brought the ‘bond vigilantes’ out in force, pushing 10-year Treasury yields above 1.60% for the first time since December 2019.
Planet Papers 6: Cities to the rescue
Last Updated: September 30, 2025
Back to Planet Papers hub
Review of the week: Fun, in a coat
Last Updated: September 30, 2025
The air is cold but the company is warm. England wraps up for the reopening of pubs and restaurants.
America blooms
Last Updated: September 30, 2025
America is opening up along with the spring blossoms, and a strong summer of spending seems to be on the way. The rebound in fortunes has helped the S&P 500 reach new highs which, as chief investment officer Julian Chillingworth notes, go hand in hand with rising yields.
Review of the week: Earning favour
Last Updated: September 30, 2025
Company profits are bouncing back fast in 2021, but we are not out of the COVID cavern yet. If the virus remains unchecked in South America and Asia, it may weigh on global growth.
InvestmentUpdate: Biden’s 100 days
Last Updated: September 30, 2025
Why President Joe Biden’s next 100 days will be far more important than his first.
Scotsman Annual Investment Conference 2021 David Coombs
Last Updated: September 30, 2025
Scotsman Annual Investment Conference 2021 David Coombs
Review of the week: Getting there
Last Updated: September 30, 2025
An economic upswing is in force in the US and UK, even Europe is getting its act together. A full-blown boom may be on the cards for the rest of 2021, but that doesn’t necessarily mean smooth sailing for stock markets.
ESG - bubble or eggsponential growth?
Last Updated: September 30, 2025
ESG investing has risen in popularity during the pandemic, driven by concern for the climate and society. With rising costs and uncertain returns on his ill-thought through chicken venture, Will McIntosh-Whyte is reminded you ignore the fundamentals at your peril.