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October Monthly Market Review 2020

The up and down markets of September resulted in what we described as a flat overall picture of consolidating markets. At first, the picture for October looked much the same, but ended with a more pronounced sell-off over the past two weeks.

Your Headley update

Autumn somehow crept up on us as Brexit, Covid and the US Presidential election shenanigans dominated the headlines. As the nights draw in and the temperature gets a bit crisp, we hope this new season sees you wrapped up warm and in good health and spirits.

September Monthly Market Review 2020

A question of time horizons A US presidential debate that nobody would want to watch twice was followed by reports that COVID reality has finally caught up with a US president who insists that only he can determine what is real and what is fake has made for a dramatic October start.

August Monthly Market Review 2020

Market dynamic of a K-shaped recovery Markets’ summer holidays are over. Throughout August, risk assets made some impressive gains, while the global economy remained in its deepest ever recession.

Summer Newsletter 2020

As the year continues to unfold before us, we have witnessed some of the worst times in our history, yet have also witnessed a tremendous outpouring of tenacity, kindness and generosity. Like many others we have had to adapt the way we do business, but our core principles remain at the centre of everything that

July Monthly Market Review 2020

Living with COVID – settling into an interim ‘new normal’ Compared to the rest of 2020, July proved almost uneventful as global capital markets consolidated strong gains made during the previous quarter, with only emerging market equities and gold delivering notable advancements (see returns table further below).

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