News

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

Market Update 18th December 2023

News: 18 December 2023

We have to get the crystal ball out to think about the spirit of Christmas yet to come. Currently, our best guess of where we’ll be by this time next year is that we’ll have experienced a shallow recession. This will likely mean that we’ll see bank rates come down a bit which should act as a support for both bonds and equities.

Market Update 11th December 2023

News: 11 December 2023

Short-termism isn’t good for companies and investors. Warren Buffett has said that bear-markets return stocks to their rightful owners. As long as a company or fund is aligned with its long-term investment objectives, then long-term investors will remain, and short-term investors will be flushed out.

Market Commentary 4th December 2023

News: 04 December 2023