Category: Investment Outlook
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...
Market sentiment rebound
1 November 2019We wrote that equity markets would need to see an improvement in global economic growth if they were to move higher. So, it was typical commentator’s curse that this week saw a rise in equities all over the world, despite no...
Stall Speed Economy Fears Spreading
23 October 2019Once again, politics took our breath away during this first week of October. (more…)
Ominous US-Dollar strength
18 October 2019The unprecedented events unfolding in UK politics this week will have distracted many UK investors from developments in the wider world. But those global developments may well carry far greater significance for near-term return...
Diverging economic trends – catalyst for trade war resolution?
11 October 2019We know from conversations with some of our portfolio investors and financial advisers that the investing UK public is currently almost entirely focused on every twist and turn of the Brexit drama. However, with the ‘back-stops’...
Choppy water but no storm, yet
6 September 2019The week has, yet again, felt tumultuous. The government’s Brexit strategy has been halted in its tracks by a miscalculation of the official opposition and internal Conservative Party opposition. Many commentators were also...