Wayfarer Q1 Commentary: April 2021
Macro Overview
The story of the quarter was that global manufacturing managed to shake off a series of new lockdowns, particularly in Europe and the UK but also in…
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Macro Overview
The story of the quarter was that global manufacturing managed to shake off a series of new lockdowns, particularly in Europe and the UK but also in…
Read more →Macro Overview
It is not really worth mentioning too many macroeconomic numbers except to say that when economies re-opened numbers were generally stronger than expected and, unsurprisingly, when restrictions…
Read more →Macro Overview
Business wants to come back. When will the virus let business unleash its pent-up potential and what (ongoing) helping hand will governments provide to ensure consumers and…
Read more →The week to Wednesday’s close saw global stocks close 2.3% higher, led by global technology shares as they recovered from their fall from record highs. The US stock market…
Read more →The week to Wednesday’s close saw global stock markets give up more ground as the powerful six month rally from the March lows came to an end. Global equities…
Read more →The week to Tuesday’s close saw equity markets reclaim some of the ground lost recently, with global equities gaining 2.2%. Having led the downturn, US technology shares added 3.2%,…
Read more →The week to Tuesday’s close saw a sharp pullback in US equities as the tech giants that have dominated performance this year suffered sharp falls. Technology shares gave up…
Read more →The week to Tuesday saw global stock markets rise by 1.6%, led once again by the US market, which rose by 2.4%. In contrast, Europe declined by 1.1% and…
Read more →The week to Tuesday’s close saw a slight change in the tone of markets with mid and smaller companies outpacing technology and gold. The UK stock market rose by 2.3%,…
Read more →The week to Tuesday’s close saw global equity markets continue their rise despite a rise in Covid-19 infections in most countries. The rise of 1.4% was once again led…
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