The World In A Week – Taper Tantrum Two?
Written by Cormac Nevin. After an exceptionally strong 2021, markets started the New Year on a weaker footing. Equities as measured by the MSCI All Country World Index were down -1.7% in GBP terms.…
The World In A Week – Concentrate on the Concentration
Written by Millan Chauhan. Over the last week, Apple’s market cap has exceeded $3 trillion, the first company to do so in history. In October 2021, Microsoft overtook Apple as the world’s most…
Rate rise ‘back on the table’ as inflation hits 10-year high
Our Chief Executive, Derrick Dunne, comments on the 4.2% rise in inflation from October and how this may affect interest rates.
The World In A Week – Inflation – we’re bubbling hot, hot, hot!
Written by Richard Warne. For those of you as old as me, you may well remember Pato Banton releasing a song called “bubbling hot” back in 1992, and this is how inflation is acting right now. On…
Services sector recovers to pre-pandemic levels
Our Chief Executive, Derrick Dunne comments on the upsides from the poor monthly GDP growth figures:
The World In A Week – Data, data everywhere, but what should we think?
Written by Shane Balkham. “A turn in sentiment has seen whip-sawing changes in markets and is creating a volatile environment for the end of the year.” The Rime of the Ancient Mariner seems rather…
The World In A Week – Beware Greeks Bearing Letters
Written by Cormac Nevin. Last week markets had a placid start, until Friday, when fears about the discovery of what was dubbed the “Omicron variant” of COVID-19 descended upon markets like a flock of…
The World In A Week – The price is right?
Written by Millan Chauhan. Last week, UK inflation data came out revealing that the cost of living rose by 4.2% in the 12 months to October 2021 which exceeded initial estimates of 3.9%. The figure…
Fund selectors’ top ESG picks for November
With COP26 dominating the investment agenda this month, and the Financial Conduct Authority stressing green will be in everything it does from now on, here are five asset allocators' top ESG picks…
Pressure mounts on BoE for rate ‘lift off’ as inflation jumps to 10-year high
UK inflation hitting a 10-year high means the “way is paved for a rate lift off” to start soon but some commentators think the Bank of England might need yet more persuading before pulling the…
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…