Latest news.
No Surprises
11 June 2018From last week's perspective - and in terms of what we wrote then - this week bore little in terms of surprises. The US' central bank, the Federal Reserve, raised rates by 0.25% for the 2nd time this year to 2%, which felt entirely...
Delicate equilibrium
8 June 2018One week after Italy’s disruptive reminder that capital markets are still quite sensitive to the wrong sort of news, equity and bond markets returned to much quieter waters. Italian bond yields remain more elevated compared...
Ignore politics at your peril
1 June 2018It has been one of the more unnerving weeks in financial markets and judging by some of the questions from advisers and clients, the media was effective in using the commotions to sell copy through exaggeration. While new puns...
GDPR? No – far more interesting news!
25 May 2018I suspect most will remember this 4th week in May of 2018 as GDPR email madness week. For us and investors the week had far more interesting aspects than businesses turning data protection into a Y2K déjà vu. Politicians...
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...