News: 05 August 2024
Since the 2007/08 global financial crisis we have seen low interest rates consistently for over a decade. This has meant little to no return on cash, resulting in a lower allocation within portfolios.
News: 29 July 2024
The summer reporting season is in full swing. Results so far have generally been reasonable, although we’re still awaiting releases from many of the most significant companies. We are five short of a full magnificent seven complement, for example.
News: 22 July 2024
JD Vance was previously only known to me as the author of a book called Hillbilly Elegy, which later became a Netflix film. It’s an autobiographical story about his working-class origins in the Appalachian mountains and how he overcame a difficult childhood to go to Yale.
News: 15 July 2024
What a day of sport yesterday which is being dubbed as the Spanish Double. Alcaraz beat Djokovic in straight sets in the men’s Wimbledon final, defending his title. He is now a four-time grand slam winner at 21.
News: 08 July 2024
The 2024 General Election saw markets react with classic British understatement. Arguably, that’s because the large majority Labour won was approximately what was expected. But there hasn’t been a tidal wave of support behind the party. Its share of the vote has hardly changed since 2019.
News: 05 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.
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.
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.
News: 13 June 2024
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