Insight

Back to school | Weekly Market Update

12 September, 2023

My daughter is still (just) young enough to be half dreading, half looking forward to going back to school. My gut feel is these coming… Read More

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An update on the year so far | Weekly Market Update

8 August, 2023

This is my last weekly note before my summer break. I therefore thought I’d look back on the year we have had so far. I… Read More

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Being very rich is expensive | Weekly Market Update

31 July, 2023

This week, a glance into what it is like to be very rich. One of the themes of the last decade has been the resilience… Read More

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Some good news for the UK and the over 40s | Weekly Market Update

25 July, 2023

Finally, some good inflation news out of the UK this week. We saw a relief rally in UK government bonds (up 1.6% so far this… Read More

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It’s inflation again this week | Weekly Market Update

17 July, 2023

I wrote our quarterly investment review last week. This is our more detailed review of the first half of the year and our outlook for… Read More

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2023 Q2 ESG Market Review

12 July, 2023

The untimely rise of anti-ESG sentiment Our clients will already know that over the past decade we have seen accelerating momentum around ESG disclosure and… Read More

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2023 Q2 Market Review

12 July, 2023

Summary 2023 has continued to surprise forecasters. Equities rose inQ2 as the much-anticipated slowdown has yet to materialise. The global economy has been remarkably resilient… Read More

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UK exceptionalism and why I want it to end | Weekly Market Update

4 July, 2023

I wrote last week about how we weren’t – even with rates at 5% or more – putting much cash on deposit for clients. Read More

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How attractive is cash today? | Weekly Market Update

28 June, 2023

UK interest rates hit 5% last week and are now expected to rise to over 6% by the end of the year. One fair question… Read More

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A tale of two inflations | Weekly Market Update

20 June, 2023

For much of the 2010s central banks kept cutting interest rates and buying bonds to try and pump money into the economy to boost growth. Read More

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