Latest news.
Hot now, colder later
19 August 2022Will a new PM be good news for investors? We rarely talk about UK politics in our deliberations on markets. That’s not because we’re not interested. Rather, it is because domestic politics have less of an effect on the broader...
Fear of missing out
12 August 2022Investors are feeling FOMO: the “fear of missing out” once again. This week was a continuation of the trend from the start of July – which has seen a significant boost to both bond and equity markets. Curiously, the good...
Markets bet on a perfect landing
5 August 2022Bad news filled the airwaves this week. Faltering global growth, higher inflation forecasts and rising interest rates set a dour tone – capped off by a geopolitical crisis in Taiwan. UK investors were struck by the Bank of England’s...
Positive returns amidst negative sentiment
29 July 2022For a second consecutive quarter, the US economy shrank in real terms. Yet the US Federal Reserve (Fed) raised interest rates by another 0.75% on Wednesday because the US economy is too strong. We write, in a separate article...
Europe remains in focus
22 July 2022Global investors tend to be quite US-focused, as the world’s largest economy has an outsized impact on trends across the world. This week though, attention was on the other side of the Atlantic. European economic data caught...
Too hot, too cold
15 July 2022Investors’ rough ride continued over the week. Markets are being buffeted by the ups and downs of economic data and the resultant changing expectations for central banks. We had unexpectedly positive UK economic growth during...