Insight - IPS

2024 Q1 ESG Market Review

18 April, 2024

Why I want to own ESG in a recession The probability of a recession in 2024 according to Bloomberg consensus is 55 percent. This is far from the 70 percent predicted... Read More

2024 Q1 Market Review

18 April, 2024

Summary The global economy remains resilient and, if anything, we have recently seen signs of re-acceleration. Manufacturing looks to be recovering after a tough 2023… Read More

Why is the yen so weak? | Weekly Market Update

12 April, 2024

One question I asked in my overview for clients of the first quarter of the year (available, as always, on request) was how growth has… Read More

Maybe we aren’t that different after all | Weekly Market Update

10 April, 2024

I have just written our quarterly investment review and, as ever, it gives our take on what is going in investment markets and our outlook… Read More

This year’s other winners | Weekly Market Update

28 March, 2024

A free personal assistant for everyone and a weight loss drug that actually works. These are, I think, the most important developments of the last… Read More

Commercial property looks interesting again | Weekly Market

22 March, 2024

It was a big week for those of us with mortgages. The Bank of England met on Wednesday and it looks like the first interest… Read More

A (small) shot in the arm for the UK | Weekly Market Update

7 March, 2024

So the Chancellor did indeed introduce a ‘British ISA’. It was small (£5k per person) and will probably have a very limited impact as (i)… Read More

The potential impact of a British ISA | Weekly Market Update

5 March, 2024

Jeremy Hunt, the UK Chancellor, hinted this week that he might introduce a “British ISA” in this week’s budget. The aim would be to encourage… Read More

Nvidia vs Germany | Weekly Market Update

27 February, 2024

I write a lot here about inflation, interest rates and the economy. But this is (at best) half the story of what really moves markets. Read More

Just cut rates already | Weekly Market Update

20 February, 2024

If you awoke from a coma and someone told you that the UK economy was in recession and inflation was negative, I’d hope that you’d… Read More