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Market insights

The real cost of living

“The US Consumer Price Index hasn’t been adjusted for the pandemic”  Time, 30 October 2020

The US Bureau of Labor Statistics (BLS) reported a 1.2% increase in the CPI (YoY) on 12 November, unchanged from the previous month (before seasonal adjustment).

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Monthly review – October 2020

October 2020

With nobody knowing what is going to happen next in Washington DC, US markets are impossible to read. Certainty is the market’s friend, and the situation is likely to get worse until an outcome to the election is known.

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A cold shower for corporate America?

While equity markets have appeared to enjoy a recovery, corporate defaults provided a cold dose of reality. Tabula CIO Jason Smith looks at the outlook for North American corporate credit and how investors can manage their risk.

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Monthly review – June 2020

June 2020

Most financial market indicators remain optimistic relative to economic indicators, but the outlook for equity dividends looks bleak. The FT reports that total dividend payouts by European companies are expected to fall between 30% and 50% this year.

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