Category: Investment Outlook
V-shaped recovery focus for Valentine
14 February 2020While investors enjoyed another upbeat week, the world’s medical profession (and the wider public at large) remained in a more troubled state, with concerns increasing after the World Health Organisation officially renamed this...
Headwinds and tailwinds
31 January 2020The events of the past few weeks have left some investors wondering whether we are witnessing a rapid deterioration of the erstwhile ‘fair to potentially better than expected’ 2020 outlook. In light of the Chinese Corona virus...
Consolidation ahead?
24 January 2020The quiet period of Christmas and New Year has definitely ended. Davos World Economic Forum, Chinese Coronavirus, Q4 earnings season, central bank deliberations, first batch of 2020 business sentiment figures and – you guessed...
All central bank liquidity or improved outlook too?
17 January 2020Following the brief wobble after the escalation in tensions between the US and Iran, the risk appetite that drove the substantial stock market rally towards the end of last year has returned. With yet another good week in stock...
So far so good
10 January 2020Compared to last week’s ‘brink-of-war’ geopolitical shock start to the year over the US-Iran tensions, this week has brought relatively positive economic news, with not much to upset global markets, even if the general news...
2020 will be interesting
20 December 2019Christmas, New Year and even a new decade are all approaching fast and so to close the year of Tatton Weeklies with this final 2019 edition, we will reflect on the changes of the last 12 months and indeed the past decade, and...
Brightening horizons
13 December 2019Tatton Weekly recipients will have already seen our comment on the election outcome this morning and so we will not rerun those comments here – please refer to the email from Tatton Investment Management which you should have...
Wobbly kick-off to Festive Season
6 December 2019Capital markets have yet to enter into an early festive spirit. The first week of December made for a bad start in risk assets. As we have written before, expectations of future US-China trade relations are vital to market sentiment...
Markets are driving the markets – will the economy keep up?
29 November 2019It has been another quiet week in capital markets, which may be a surprise given the political shouting about the General Election. As we have written before, the recent rally in risk assets is at odds with the still slowing global...
Markets pause for reality check
22 November 2019Conventional market wisdom holds that the cold and damp of autumn usually heightens the probability of downside volatility in markets – particularly when the economic outlook is unclear. The last quarter of 2018 was a prime...