GLQ News and Press, Clough Global Equity Fund of Beneficial Interest From 07/21/21

The global economy has reached an important milestone in the second quarter of 2021, surpassing the pre-pandemic real GDP peak attained in the fourth quarter of 2019. As vaccination rates increase and pandemic-related restrictions are lifted, consumer spending is surging. Global s...

Despite the arrival of ‘freedom day’ in the UK and the strength of other developed market economic recoveries, global equity market progress has been relatively muted in recent months. Should profits forecasts match expectations, markets could trade sideways as earnings ...

Monetary policy is effective at combating cyclical shortfalls - such as market instability following financial crises - but ineffective against structural shifts. After acting as “global inflation dampeners” for nearly two decades, China’s producers faced a perfec...

It appears as though the peak in U.S. financial market liquidity coupled with a stall in the global economy reopening due to the surge of COVID-19 cases is putting an end to the reflation trade and with it comes rising risk to the financial markets. There is no telling when this tempo...

For income investors, closed-end funds remain an attractive investment class that covers a variety of asset classes and promise high distributions and reasonable total returns. Closed-end funds are generally characterized by higher volatility and deeper drawdowns than the broad market...

The world economy has performed about as well as could be expected, if one takes as given the pandemic and the inadequate public health response. Global growth in 2020 was negative 3.3 per cent, which is very low historically. But the economic outlook is stronger now than one would ha...

Nearly 51% of manufacturing and service sector businesses report output to be same or higher than levels seen before COVID-19 outbreak. Manufacturers more likely than services firms to report a recovery in output. UK below global average, as China far outpaces the rest of the worl...

Global PMI signalled regional divergence deepening. Delta variant driven divergence aggravates as price pressures ease. Divergence in growth performance carries key risks, including for emerging market assets. For further details see: Delta Variant Spread Poses Key Risks...

A total of 6 funds added this month means it was a more active month of buying than the prior. Two of the funds, however, came as a result of swapping one for another for different opportunities. 4 funds make a new addition to my portfolio (EVG, GLQ, GLV and FFC), though FFC I've ...

Logistical bottlenecks, caused by disruptions to ports, shipping lines and domestic transportation, have lengthened delivery times and further weighed on the supply shortage in some regions. Ports in Europe and the west coast of the U.S. remain congested. Congestion has also incre...