Insight

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

see 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

see 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

see 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

see more

Trump or Biden? | Weekly Market Update

12 February, 2024

I was sent a client question this week: who will be better for my investments Biden or Trump? This is a good question because there,… Read More

see more

Market Update | IPS Capital Webinar

8 February, 2024

Simon Moriarty and Chris Brown discuss past performance of IPS and give an investment outlook for 2024.  … Read More

see more

Where are all the back-to-the-office people actually going? |Weekly Market Update

6 February, 2024

Google, Microsoft, Amazon, Apple and Meta all reported earnings this week. The results were, on balance, pretty good. And this is in spite of all… Read More

see more

Good news was good news this week | Weekly Market Update

30 January, 2024

The generally good economic data flow continued this week. For whatever reason, I have the early Blair years (so the late 90s) as being a… Read More

see more

US Market Leadership (Part 2) | Weekly Market Update

23 January, 2024

The headline of my piece last week was “The US will not out-perform forever”. Headlines are of course designed to get people to read, but… Read More

see more

The US will not out-perform forever | Weekly Market Update

16 January, 2024

10 years is a long time in this business. And for the last 10 years the US has outperformed the rest of the world handily. Read More

see more