Market Pulse

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Vaccine Optimism Boosts Luxury

9 March 2021 • By Pierre Mallevays

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Vaccine Optimism Boosts Luxury

Data from an Israeli study that showed vaccines’ effectiveness is curbing the coronavirus pandemic gave luxury shares a welcome shot in the arm this month.

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Luxury Dampened by Extended Lockdowns

5 February 2021 • By Pierre Mallevays

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Luxury Dampened by Extended Lockdowns

The sector is keen to put the events of 2020 behind it, but the gargantuan task of vaccinating the world — combined with concerns about new Covid variants — has poured cold water over investor sentiment.

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Luxury Ends 2020 on a Positive Note

7 January 2021 • By Pierre Mallevays

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Luxury Ends 2020 on a Positive Note

The SLI ended both the month and the year in positive territory, virtually against all odds given the impossibly unpredictable trading environment.

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Luxury Gets Vaccine Boost

7 December 2020 • By Pierre Mallevays

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Luxury Gets Vaccine Boost

A series of strong trading results further fuelled optimism in November, but investors would be wise to remain cautious as the pandemic remains a destabilising force.

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Luxury Sector Recovers in Time for Second Lockdown

5 November 2020 • By Pierre Mallevays

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Luxury Sector Recovers in Time for Second Lockdown

Quarterly results have highlighted a recovery in sales over the summer, but the sector is bracing itself for further lockdowns in Europe and potential post-election turmoil in the US.

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Luxury Makes Gains Despite Chaos

6 October 2020 • By Pierre Mallevays

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Luxury Makes Gains Despite Chaos

The market proved resilient through WHO warnings of a Covid spike in Europe, huge uncertainty over Brexit and the US elections, and the collapse of the sector’s biggest deal, as investors set their eyes on 2021.

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Positive Trading Updates Help Lift Luxury

7 September 2020 • By Pierre Mallevays

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Positive Trading Updates Help Lift Luxury

Good news on current trading has caused the Savigny Luxury Index to bounce back this month.

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Luxury Clobbered By Covid-19

10 August 2020 • By Pierre Mallevays

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Luxury Clobbered By Covid-19

The Savigny Luxury Index (“SLI”) took a tumble this month, with the luxury sector enduring one of its worst quarters on record.

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Luxury's Bumpy Road Ahead

7 July 2020 • By Pierre Mallevays

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Luxury's Bumpy Road Ahead

Investors are pinning their hopes on a 2021 recovery, but a worsening Covid-19 situation in the US and glum forecasts from the Federal Reserve indicate it won't be an easy path.

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As Lockdowns Ease, Luxury Sees Record Valuation

4 June 2020 • By Pierre Mallevays

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As Lockdowns Ease, Luxury Sees Record Valuation

Growth prospects for 2020 remain subdued, but investors are looking beyond the current crisis.