News

Market Update 4th March 2024

News: 04 March 2024

I keep hearing that analysts are high on the list of people who are going to be replaced by AI. I can tell you Innovation isn’t being written by ChatGPT just yet, but I must confess I subscribed to the $20/month souped up version, in case of emergencies.

Market Update 26th February 2024

News: 26 February 2024

It’s been a busy full year reporting season. The latest data from Factset shows that 79% of the S&P 500 have released results and 75% of these earnings numbers have been better than expected.

Market Update 19th February 2024

News: 19 February 2024

UK trend GDP is currently estimated to be 24% below its pre-GFC level. This equates to around £23,000 per household per year. 7% of this is a further leg down caused by covid. Both the GFC and covid were global issues, so why is the UK lagging?

Ben Conway promoted to Chief Investment Officer

News: 14 February 2024

Market Update 12th February 2024

News: 12 February 2024

China is about 25-30% of the MSCI Emerging Market index, so what happens in China is important for EM benchmarking. However, other emerging markets (EMs) have been getting more attention last year and going into this year, and rightfully so.

Market Update 5th February 2024

News: 05 February 2024

The number of permits issued each year is supposed to decline to ensure companies invest in finding greener solutions, but the government has bent the rules to allow more allowances than previously anticipated.

Market Update 29th January 2024

News: 29 January 2024

I'm guessing I’m not alone here, but the new year brought renewed vigour to my campaign to get a bit fitter and healthier. I’ve even joined a gym – not something I’ve done for a long time.

Market Update 22nd January 2024

News: 22 January 2024

The market is still having trouble deciding what it thinks about rates and inflation. The S&P 500 hit an all-time high on Friday, job data out of the US was again stronger than expected last week and US consumer sentiment increased 13% in January. US consumers are the biggest drivers of the global economy.

Market Update 15th January 2024

News: 15 January 2024

Market Update 8th January 2024

News: 09 January 2024

But as I say, tis’ the season for looking ahead. So let’s start with the big picture. We know that from a policy rate and inflation perspective, 2024 will be very different to 2023. Inflation is receding and a succession of rate cuts is likely. That is clearly good news for almost all asset classes