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Financial Services Bill - Brought from the Commons on 14th January 2021



Geopolitics weigh on Asia markets, Bamboo strategy goes defensive
Following some profit taking in major Asian markets in recent weeks, a market correction is likely as tensions rise in North Korea, as...
Jan 18, 2021


European growth and clean tech boost European long short strategy
From QUAERO Capital European Equities team European stockmarkets' valuation remains reasonably attractive, with an aggregate rating at a...
Jan 18, 2021


Mild slowdown presages next stage of the upcycle in Europe and US
By Edouard de l’Espée and Sébastien Waefler, Quaero Capital’s Yield Opportunities team. Bond markets have experienced a tough few weeks....
Jan 18, 2021


China goes from strength to strength
China’s economic outlook and market continues to go from strength to strength and the country now accounts for over 30% of Quaero...
Jan 18, 2021


Bull market characteristics persist in Europe
Valuations of European stockmarkets remain reasonably attractive, with a current aggregate rating at a level historically consistent with...
Jan 18, 2021


European equity markets power ahead, especially smaller companies
By Marc St John Webb and Philip Best, managers QUAERO Capital, Smaller Companies Team The first quarter of the year continued strong for...
Jan 18, 2021


Asia markets weather politics to offer new opportunities
The prospects for earnings and economic growth in Asia remain positive for the coming year, although investors should avoid exposure to...
Jan 18, 2021


Eurozone’s conflicting interests to increase economic and social divergence
Absolute Return – Monthly Commentary Improving economic statistics in Europe have sent long sovereign bond yields and the Euro higher,...
Jan 18, 2021


March funds record steady gains in volatile markets
Continued growth in global economic activity has buoyed stock markets over the last quarter but substantial political uncertainty and the...
Jan 18, 2021


Europe’s smaller, family owned enterprises outshine blue chips
Philip Best & Marc St John Webb – monthly commentary February 2017 Markets have been consolidating after the sharp rally since the...
Jan 18, 2021
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