Market review

Highlight

Strategy & economics

02DEC 2019

Caspar Rock: Monday markets - the week ahead on 2 December

This week's economic data is expected to show improvements in global momentum. In the UK, with the election two weeks away, the Conservatives' lead in the polls continues.

[( lbl-play-video) was not found]

Strategy & economics

29NOV 2019

[(lbl-play-video) default value]

2019

NOVEMBER

22NOV 2019

Strategy & economics

Janet Mui: weekly economic update 22 November

What next for US-China trade talks? And while UK data continues to reflect uncertainty, in Europe there are positive signs of stabilisation.

18NOV 2019

Strategy & economics

Caspar Rock: Monday markets - the week ahead

US equities continue to climb. Emerging market stocks and currencies slip back as Hong Kong disruption intensifies. In politics, major televised debates are held this week in both the UK and US.

15NOV 2019

Strategy & economics

Janet Mui: weekly economic update

The UK economy continues to flag. The eurozone fares better as Germany avoids recession, and in China the authorities look increasingly likely to intervene further to support growth.

11NOV 2019

Strategy & economics

Ahmet Feridun: Monday markets - the week ahead

Markets are looking out for a raft of global economic data due this week, as well as digesting political events such as the weekend's Spanish election results and upcoming US impeachment hearings.

08NOV 2019

Strategy & economics

Janet Mui: weekly economic update 8 November 19

China and the US agree in principle to remove tariffs, sparking a wide rally in equities. In the UK, the Bank of England has held its key interest rate unchanged – while indicating a readiness to cut.

04NOV 2019

Strategy & economics

Ahmet Feridun: Monday markets - the week ahead 4 November 19

Markets are buoyed by broadly positive data and the Federal Reserve's rate cut. In Europe, Germany may have slipped into a technical recession. Uber and Disney to report this week, among others.

OCTOBER

28OCT 2019

Strategy & economics

Rising values: are stock markets over-priced?

Dividend yields are higher than bond yields in most major markets. Historically, this has been a reliable "buy" signal. But other measures suggest stocks are not cheap

Contact Cazenove Capital

To discuss your DFM requirements, or to find out more about our services and how we can help you, please contact:

Nick Georgiadis

Nick Georgiadis

Head of DFM Team nick.georgiadis@cazenovecapital.com
Simon Cooper

Simon Cooper

Business Development Director simon.cooper@cazenovecapital.com