Just like the UK, Europe is starting to fall into low growth and high inflation. The combination of these features is a major challenge to governments and central banks as they seek to stop prices running higher but not causing…
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The war in Ukraine and the associated sanctions placed upon Russian institutions, companies and individuals is increasing the risk of a greater shock in commodities and supply chains. This adds to the case for longer term high inflation and slower…
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The Office of National Statistics (ONS) have confirmed that UK food prices have risen by 5.9% year on year due to the increased cost of fertilizer, fuel and animal feed. The Ukrainian conflict has increased energy costs and restricted access…
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The onset of milder weather has helped European countries to cut the use and on-going reliance upon Russian oil and gas. Gas sales have fallen over the past three consecutive months. Eurozone countries have as a result of weaker demand…
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President Xi Jinping is expecting the 20th Chinese Communist Party Congress held in October this year to grant him another 5 years as President of China. He is therefore determined that all goes well in the run up to such…
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We have been conducting a comprehensive review of our investment portfolios in terms of comparison, composition, selection and performance. This review has been made against benchmarks and alternative managers. We wish to share with you our thoughts on how we…
Read more... We have been enduring a particularly difficult period in both equity and credit markets. Market concerns have moved from Covid 19 and onto the Ukrainian crisis. The eyes of the world are now on Ukraine and its brave people. Prior…
Read more... The first two months of 2022 have been challenging ones for investors. The US Federal Reserve’s December announcement on the reversing of their US$120bn per month quantitative easing programme to end by April and that this tapering will be followed…
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The investment outlook has changed over the past few weeks which has led to major global markets falling in value. The US tech company index the NASDAQ has lost -12% over the past month. These falls have not been the…
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