November has been heavily defined by events in the US, particularly Donald Trump’s winning the presidential election. Currency markets have shifted in response. Additionally, the impact of the UK’s budget has been affecting economic forecasts,…
The UK economy and markets (e.g. gilt investors) are starting to digest the Autumn Statement, where a host of tax rises have been announced. CPI inflation is down for September, bringing more optimism for a…
There is a famous adage: “Time in the market is better than timing the markets.” Yet, what does this mean? Is it true, and if so, why do investors still attempt the latter approach? Below,…
August has been volatile in global equity markets, especially at the beginning of the month in Japan. Later, performance improved as new data emerged - along with growing expectations of further interest rate cuts. Investors…
July has witnessed some volatility in developed financial markets, following many months of record highs in 2024. However, markets remain largely positive and unaffected by a stream of significant political events in the Western world.…
The UK economy and political landscape experienced some important developments in June. The country elected a Labour government on 4 July, with markets largely calm and welcoming of the change of the guard. Recent inflation…
May has been a significant month in UK politics and the economy. The next general election was announced, new inflation and GDP figures arrived (showing some encouraging signs), and stock markets set new records in…
Markets have started to see some volatility in April, following (mostly) positive performance over the prior few months. Inflation data continues to improve, although progress appears to have slowed somewhat. Commodity prices continue to keep…
As we approach the end of quarter one, and indeed the tax year, global markets have continued to perform well following positive data on inflation. The UK Budget announced better-than-expected projections, despite economic shrinkage in…
Global markets have continued to rally this month, with strong returns seen in the US and Europe in particular. Markets are still dominated by a small number of companies – the Magnificent Seven in the…
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