News

Market Update 1st July 2024

News: 01 July 2024

In the wake of the Brexit referendum in 2016 Nigel Farage said “We may be close to Nexit. We could be quite close to Dexit”. He is referring here to the Netherlands and Denmark following the UK out of the EU. At other times he has claimed Sweden, Austria and Italy will be leaving as well. Italy has a far-right government, as do Hungary and Poland.

Market Update 24th June 2024

News: 24 June 2024

Swiftonomics is a definition which was coined in 2023, and refers to the economic influence of Taylor Swift. Last year both Taylor Swift’s Eras tour and Beyonce’s Renaissance tour caused a few global economies to have a surge in inflation. They weren’t the only reason, but they certainly added to it.

Market Update 17th June 2024

News: 17 June 2024

You might remember towards the end of last year we did an Innovation looking at total (government + non-financial corporate) debt across various countries. Japan was at the top, but some of the next countries down seemed surprising. Sweden, Switzerland, France.

Spring Investment Conference 2024 Write-Up

News: 13 June 2024

Market Update 10th June 2024

News: 10 June 2024

Contrary to what some might think, we research folk are normal people. That means that when spring has sprung, we too enjoy the days getting longer and the extra pep in people’s steps. But there is another reason we think summer is indeed more lovely and more temperate.

Market Update 3rd June 2024

News: 03 June 2024

I have never been given much credit for the investment decision I am most pleased with, mainly because almost no one knows I did it. In the mid-2000s I kept a former employer out of Sportingbet.

Market Update 20th May 2024

News: 20 May 2024

A few Innovations ago Robert talked about equity and bond correlations, and the importance of alternative investments to increase diversification and produce better risk adjusted returns within a portfolio. Alternatives can take a few forms, one particular area which sits within real assets and has been exciting this year has been commodities, with a number having gone up significantly.

Market Update 13th May 2024

News: 13 May 2024

Market Update 29th April 2024

News: 29 April 2024

I was shown a chart during the week with these correlations going back to 1900. Throughout the twentieth century bonds and equities correlations were mostly positive, but have been negative almost the entire time since 2000.