Financial Commentary – November 2021

Markets continue to trade within narrow ranges. The reopening of economies has delivered a strange brew of supply chain issues, shortages, stuttering industrial production and inflation.  Supply chain problems will eventually sort themselves, as will shortages but as we’ve said many times before, we doubt inflation will be quite so easy to fix, All major…

Williams Investment Management Financial Commentary

Financial Commentary – September 20210

Markets remain range bound. Central banks continue to emphasise support (or is it endless subsidy?) despite economies reopening. On the other hand, Covid flareups are still happening and while the Biden administration’s chief medical officer, Dr Anthony Fauci, made it clear he didn’t expect a return to lockdowns, he commented that “things are going to…

William Investment Management

Escape to the Country

It has been an astounding few weeks. As I write, the FTSE 100 Index is down 30% in a month while crude oil has halved in value as Russia and Saudi are no longer on speaking terms because the former did not want to adhere to production cuts sought by the latter. As the lowest cost producer,…