Latest news.
What’s the economic reality of this week’s news?
18 May 2018On Wednesday it was revealed that wage growth in the UK has outpaced inflation once again, a headline grabbing event, but has is it an indicator of a real trend in the UK and does a potential move in the inflationary environment...
Batten-down-the-hatches?
11 May 2018We recently received a number of questions from investors on whether we thought the economic and capital market cycle is coming to an end. Basically, is it time to ‘batten down the hatches’? The UK’s uncertain post Brexit...
Past the peak?
4 May 2018We wrote last week how we observe that – after the recent correction - stock markets now appear to have entered a consolidation phase, expressed by an unwillingness to rally despite daily announcements of exceptionally strong...
Confusing signals?
27 April 2018We are now over 90 days into this stock market correction and market action over the past week must have enforced the view of many lay investors that understanding what makes them rise and fall is beyond rational consideration....
A mixture of messages
20 April 2018As a youngster, our mum would occasionally treat us with a bag of “pick-n-mix” from the sweets counter at the old Woolworths. I say treat; we didn’t get to choose. I loved jelly babies, but the liquorice all-sorts were horrible....
Peaking, plateauing or dimming – and how about that war?
13 April 2018Considering the sheer volume of geopolitical war talk, it might seem surprising that stock markets ended the week up, not down. The reason for this is most likely that the probabilities for an actual trade war between the US and...