Market update

Market Horizon: Smooth Sailing or Rough Waters?

Sep 16, 2024

In last month’s Investment Market Update we spoke about the market volatility seen in early August. Since then, global equity markets have broadly recovered, although worries remain over both the health of the US labour market going forward and the ability of the largest technology companies to deliver on the promised profits of their AI investments.

Navigating the Narrative Seas: The Journey to a Soft Landing in the US Economy

Aug 15, 2023

In the realm of finance, narratives are akin to the changing tides of the sea, dictating the direction of markets and investor sentiment.

First the worst, second the best? A look at at the second quarter of 2023: Bonds, Inflation, and Equity Returns

Big Family Garden Party Celebration, Gathered Together at the Table Family, Friends and Children.

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.

Will 2024 see another recession?

mixed-race-woman-exercising-in-park-with-mature-friends-gm

Jun 20, 2023

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?

A hand of a senior man in wheelchair holding grass flower. An unrecognizable adult son with his father on a walk in nature at sunset. Close up.

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.

Understanding the current state of the World Economy and Markets

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Apr 21, 2023

Understanding the Current State of the World Economy and Markets

Inflation, Growth, Equities, and Fixed Income

As the first quarter (Q1) of 2023 has now drawn to a close, we look back on how events in global markets have influenced the current state of the economy.

Silicon Valley Bank - Systemically Very Bad?

Mar 21, 2023

Some significant news that occurred in the last couple of weeks was the collapse of the US’s 16th largest bank, Silicon Valley Bank (SVB).