Market update

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Slow and steady stocks eclipse Big Tech in July

Aug 18, 2026

July 2026 was dominated by three interlocking themes: a return to hostilities in the Middle East, a reversal in ‘big tech’ stocks, and a US Federal Reserve decision that unsettled bond markets.

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

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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?

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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).

What could happen to global economies and investments in 2023?

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Feb 22, 2023

Let's have a look at the bigger picture

Whilst markets still face a level of risk after a turbulent 2022, it can be said that there is optimism for markets this year.