The World In A Week – Inflation Narratives & Deflated Expectations
Last week was broadly positive for markets, as the MSCI All Country World Index (ACWI) of global stocks rallied +1.8% in GBP terms. It was a mixed bag beneath the surface, with European Equities and…
The World In A Week – Tax becomes less taxing
The Organisation for Economic Co-operation and Development (OECD) published its latest economic outlook last week. There were no hidden surprises in the 221 pages, whose narrative echoed that the…
The World In A Week – House Rules
Inflationary pressures continue to be one of the leading concerns with strong expectations that there is significant pent-up demand for goods and services as economies start to unlock from lockdowns.…
The World In A Week – Nul Points
Global equity markets ended the week marginally negative, but under the bonnet there was a high degree of volatility over the five trading days, with the S&P 500 in the US down over -2.5% at one…
Nine wealth managers’ top UK equity fund picks
As optimism abounds for the British economy, Wealth Manager asked nine fund selectors which UK equity fund managers are on their radars.
UK inflation more than doubles in April – expect further rises, investors warned
The latest CPI data reveals that inflation rose significantly between March and April to the highest point since the start of the COVID-19 pandemic.
The World In A Week – Inflated Expectations Return to Earth
Last week was a negative one for markets, as the MSCI All Country World Index of global stocks returned -2.3% in GBP terms. The stand-out macroeconomic event of the week was the release of US…
The World In A Week – Shuffling of the Cards
Last week local elections took place across the UK that saw the Conservatives extend their dominance over Labour, making a net gain of twelve councils with Labour losing control of eight. Labour’s…
Finding the right balance
How does the number of holdings affect costs, volatility and performance. The NMA gets the measure of six balanced portfolios including Beaufort Investment's Active 05 S3 Portfolio.