2025 will be remembered as a year in which uncertainty and strong investment performance were not mutually exclusive.
Will 2024 see another recession?
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?
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
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.
In 2022 rising inflation and interest rates were bad for government bonds and equities. In 2023 inflation will come down and interest rates should peak - will it be a better year for markets?