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Keep up to date and read our opinion on key investment topics on the Esk Global Equity Fund.View all
14th May 2021
An indecisive period for global equity markets came down on the side of caution after worse than expected US employment figures and subsequent inflation data triggered a sell-off in the NASDAQ.
29th Apr 2021
The S&P 500 is making new highs again, up around 8% since our last note and leading world markets.
21st Apr 2021
A slightly longer period since our last global equity commentary and markets have taken the opportunity to move to new highs for the S&P 500 and most European markets.
25th Mar 2021
Stock markets have had an uncomfortable five weeks, unsettled by the steep rise in long-term interest rates, most notably in the US.
10th Mar 2021
An uncomfortable month for markets that has seen a further shift in sector sentiment and the return of inflation fears.
18th Feb 2021
Stock markets have moved ahead again over the past four weeks, led by Tokyo in particularly buoyant mood, up by more than 5% over this period.
11th Feb 2021
Global equity markets wobbled in the last week of January as a squeeze in a number of heavily shorted stocks developed, leading rapidly to risk reduction by hedge funds and several days of heavy volume.