The World In A Week – Fowl play
Written by Shane Balkham. The release of October’s US consumer price index (CPI) data showed that prices rose at their fastest pace since 1990. This figure was above expectations and reflects the…
UK GDP grows 0.6%
The UK economy grew by 0.6 per cent in September, leaving GDP 0.6 per cent smaller than it was before the pandemic in February last year, with growth estimates for previous months revised lower by…
The World In A Week – Remember, remember the 5th of November!
Written by Richard Warne. Wow! Just like Guy Fawkes night, both equity markets and bond markets have kicked off the month at a rocketing pace, with the MSCI All Country World Index +3.3% in Sterling…
The World In A Week – Metamorphosis & other Market Machinations
Written by Cormac Nevin. There was a sense of fearlessness in markets last week as we entered the Halloween weekend, with the MSCI All Country World Index returning +0.9% in GBP. The continuation of…
Wealth Manager Top 100 2021: The first 25 heavyweight selectors
The first 25 names to make the cut in Citywire Wealth Manager's annual study into the UK's top fund selectors have been revealed, including YOU Asset Management.
The World In A Week – Pricing in the power
Written by Millan Chauhan. Last week was a strong week for equities with the MSCI All Country World Index returning +1.2% in GBP terms, largely driven by a good earnings session in the US. The…
The World In A Week – Circus Act
Written by Shane Balkham. Inflation is the lion that every central banker is trying to tame and ahead of the UK’s inflation figures that will be published on Wednesday, the Bank of England readied…
The World In A Week – Facebook, faceplants
Equity markets were generally flat last week in Sterling terms, with the only real exception being MSCI Japan that sold-off -3.0% in Sterling terms, though a large portion of this was down to Yen…
The World In A Week – Shaken, Not Stirred
Bonds took centre stage last week, and it wasn’t just the premiere of ‘No Time to Die’ at the Royal Albert Hall. The interest rates on global government bonds rose on the back of increased concerns…
The classic 60/40 portfolio no longer suits retirees
Reports of the death of the 60/40 portfolio for retirees have not been exaggerated. Most top advisers have abandoned balanced portfolios containing a split of 60% equities and 40% bonds for their…
Interest rates ‘very unlikely to go up this year’
Investors say it would need a big inflation shock for the Bank of England to hit the economy with higher borrowing costs.