Trump's return - investment boom or inflationary timebomb?
Nov 20, 2024
The US election has dominated headlines and markets over the recent past. Now that the US election has delivered a new President, we can consider how markets have reacted and the broader economic implications.
Beware - UK inflation may damage your long-term wealth!
Nov 22, 2023
In this month’s Investment Market update we will first cover the UK’s most recent Consumer Price Index (CPI) inflation figures and look at the underlying drivers that are likely to keep inflation and interest rates higher for longer.
Around the world in 90 days - Global investment trends in Quarter 3 2023
Oct 25, 2023
For our Investment markets update and analysis this month, we’ve taken the opportunity to take a step back and look at what factors have been influencing global markets in Quarter 3 2023 and the likely impact on underlying investments.
First the worst, second the best? A look at at the second quarter of 2023: Bonds, Inflation, and Equity Returns
Jul 20, 2023
The second quarter (Q2) of 2023 witnessed significant developments in global financial markets, characterised by the underperformance of bonds versus equities, concerns regarding inflation, and divergent equity returns across various regions.
The economy faces potential risks of a recession in 2024, indicated by negative trends, reduced investment in real estate and non-residential sectors, and potential weaknesses in global trade and labour market conditions.
First Republic – Another Banking Collapse. Should we be worried?
May 17, 2023
The recent collapse of First Republic, the second-largest bank failure in US history following the 2008 demise of Washington Mutual, has sent tremors through the financial sector.