The investment crystal ball - What do we know so far?
Apr 19, 2024
With the first quarter of the year already wrapped up (it feels like Christmas was yesterday!) we thought it would be worth recapping the high-level macroeconomic picture and summarising the notable movements in markets through the quarter.
This month we explore how investors might be rewarded for holding a diversified portfolio and whilst one cannot time the markets the outlook for asset prices remains positive this year.
Is the inflation yo-yo and US big-tech distorting investment returns?
Feb 23, 2024
As 2024 has started, two key themes have been driving markets; the change in market expectations of interest rates and the results of the US corporate earnings season. Find out more in our latest investment market update.
Santa rally got here early in November, but will it stay for Christmas?
Dec 21, 2023
Santa rally got here early in November, but will it stay for Christmas? Read our latest investment market update to find out what’s happening in the markets and what to expect for 2024.
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.