Latest news.
A Turbulent Start to the Holidays
21 December 2018We wrote about our outlook for 2019 last week. After that slightly lengthy read, we thought a shorter note discussing what has caused market behaviour would be helpful. So, this week all eyes were on the US Federal Reserve's...
Roller-coaster Advent
7 December 2018The news of a 90-day trade truce between presidents Trump and Xi's was widely welcomed as the most that could be expected outcome of their much-anticipated dinner conversation at the fringes of the G20 summit last weekend in Argentina....
Predicaments
30 November 2018As November draws to a close, global stock markets have provided a positive last week to an otherwise bleak month for investors. And as it stands, it is not just October and November but the whole of 2018 that has turned into...
Muted replay of 2015 or end of cycle approaching 2019?
23 November 2018It certainly helped nerves this week that the US was distracted by their Thanksgiving celebrations and politics in the UK calmed down, after the Eurosceptic Tory rebels’ spectacular failure to deliver on last week’s promise...
Brexit drama vs. renewed global slow down fears
16 November 2018It has undeniably been the most unnerving week in UK politics since the week following the Brexit referendum, when the British electorate unexpectedly rejected the EU status quo. Representatives of both sides have finally agreed...
The American people have spoken
9 November 2018It struck me this week how full of historic events the first weeks of November are. Guy Fawkes’ gun powder plot (1605), the end of WWI (1918), The German Revolution of 1918 – abdication of Kaiser Wilhelm II, the Reichskristallnacht...