Dividend bear markets: the grizzly facts May 29, 2020 | City Talk With companies around the world drastically cutting dividends, we’ve looked at 149 years of data to see what’s happened previously at such times and what investors might expect next. Dividends are expected to be slashed by 25% to 50% across the globe this year compared with 2019. This will be an unwelcome (if not entirely [...]
Inflation post Covid-19: to be or not to be? May 26, 2020 | City Talk We spoke to two experts who argued the case for and against inflation in the near future and what it means for investments. Abdallah Guezour, Head of Emerging Market Debt and Commodities, and Keith Wade, Chief Economist, discuss the outlook for inflation in the midst of the Covid-19 crisis. Abdallah argues the case for inflation [...]
Good trading is about decision making May 26, 2020 | Sponsored Trading strategies aren’t really ‘picked’. They manifest and evolve based on skill level, risk tolerance, and market exposure; balancing technical expertise against fundamentals and often, a hunch, or gut feeling. Whether seeking a passive income, wealth preservation, or capital appreciation, your approach will be as unique as your style, budget, and needs. When picking a [...]
Balance sheet erosion and impact on share prices May 26, 2020 | Sponsored As the virus has grown, so balance sheets have shrunk. In this global health crisis, it is not just people who are ill. Against conditions already uncertain with a trade war and Brexit, this crisis has shaken the bones of the stock market, exposing fragile finances at more than a few firms. Some zombies, unable [...]
Facebook shops for customers as e-commerce explodes May 22, 2020 | City Talk Do you remember when you needed a new item of clothing and headed to the high-street to browse the shops? Perhaps a few try-ons in different places before making your selection? Coronavirus means that’s obviously not possible at the moment, meaning a choice of either waiting until lockdown passes or going online. More and more [...]
Covid-19: the inescapable truths faced by investors May 22, 2020 | City Talk Investors will need to be more agile than ever as Covid-19 reinforces many of the trends driving the world economy prior to the outbreak. “At the beginning of the plague, when there was now no more hope but that the whole city would be visited; when all that had friends or estates in the country [...]
Why’s everyone talking about Italy (again)? May 22, 2020 | City Talk Italy went into this crisis in a more precarious situation than most. Here Senior European Economist and Strategist Azad Zangana explains why. This is going to be the deepest recession for the eurozone economy in modern times. Just as Italy has been one of the hardest hit nations in the Covid-19 crisis, there are fears [...]
Slumping economy, surging stock market– what’s going on? May 18, 2020 | City Talk While tens of millions of Americans were losing their jobs, the stock market in April produced its best monthly return in over 30 years. We look at what’s behind this apparent disconnect. 36 million Americans filed for unemployment claims over the past eight weeks. US GDP plunged by 4.8 per cent in the first quarter [...]
UK households gloomy about finances as coronavirus crisis hits home May 18, 2020 UK households were slightly more positive about their finances in May than in April, but the month still ranked as one of the most pessimistic since 2009. IHS Markit’s UK household finance index (HFI) – which measures households’ overall perceptions of financial wellbeing – recorded 37.8 in May, up slightly from April’s eight-and-a-half year low [...]
Why staying close to your accountant matters more now May 13, 2020 | City Talk Accountants exist to ensure the accuracy of financial statements and advise how to save money or boost revenue. The coronavirus pandemic, then, with its profound and deepening impact on the economy has jolted the profession like all others. Depending on their role, accountants have been battling to keep on top of the unprecedented flurry of [...]