British GDP growth beats expectations
UK economy bounced back in January 2022 as it grew 0.8 per cent. However, volatility could ‘derail’ economic progress.
Chief Investment Officer Market Update
Written by Shane Balkham. Many lives have been lost and many words have been written about the terrible war in Ukraine. The conflict has been unpredictable and will continue to wreak havoc on…
The World In A Week – The Return of History
Written by Cormac Nevin. As the war in Ukraine entered its second week, the impact of a prolonged conflict began to take its toll on markets. The MSCI All Country World Index of global equities was…
The World In A Week – Russian Invasion
Written by Millan Chauhan. Following Russia’s invasion of Ukraine, volatility in markets reached two-year highs which has since seen Russia hit with several sanctions, aimed to restrict its global…
The World In A Week – Storm before the calm?
Written by Shane Balkham. The continued threat of a Russian invasion into Ukraine kept markets volatile last week. Tensions were heightened as Russian military exercises, together with their ally…
Omicron fails to derail UK labour market recovery as unemployment falls
The UK labour market has continued to recover as the latest official figures showed unemployment fell and job vacancies reached a record high.
The World In A Week – Roses are red, the markets are too
Written by Cormac Nevin. Last week was a busy one with regards to both news flow and market movements. The MSCI World Index of developed market equities was down -1.2% for the week in GBP terms,…
Deep Dive: ‘Allocators face a tricky choice this year’
Our fund manager, Cormac Nevin deep dives into US equities warning that allocators face a tricky choice this year and should not stray too far from the index.
The World In A Week – TikTok – is the clock ticking for Facebook?
Written by Richard Warne. Last week saw equity markets rebound, with the global index MSCI All Country World Index up +1.1% in Sterling terms, but this masked a high degree of volatility beneath the…
The World In A Week – Hiking uphill from here
Written by Millan Chauhan. Last week, the Federal Open Market Committee decided on Wednesday to hold interest rates at 0.25%. Following the announcement, we saw the US 10-year bond yield reach…
The World In A Week – A call to arms
Written by Shane Balkham. The Federal Reserve set out its stall for 2022 in its December meeting last year, with an acceleration in the ending of their asset purchase programme, which would clear…
Multiple rate rises predicted as inflation surges to 30-year high
CPI inflation rose by 5.4% in the 12 months to December 2021, the highest rise since 1992, according to the latest ONS statistics.