Why is UK inflation still high? | Weekly Market Update

May 30, 2023

This week it is my favourite two topics, inflation and sex. On the first one, inflation numbers came out of the UK this week and… Read More

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Are fewer people working from home? | Weekly Market Update

May 23, 2023

Equity markets have (and continue to be) stronger and less volatile than many of us thought possible at the beginning of the year. There is… Read More

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Would sterling’s recent strength continue? | Weekly Market Update

May 16, 2023

We had a question from a client this week on whether we thought sterling’s recent strength would continue. I’d guess this was in part inspired… Read More

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What is the story behind the UK equity market? | Weekly Market Update

May 9, 2023

When I look at our top two performing equity managers this year I see: (i) a global manager with a focus on high quality, defensive… Read More

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Would you rather bet on China or India over the next 10 years? | Weekly Market Update

May 2, 2023

I take it we are all happy living in a democracy? When I was young there was a popular TV show called Citizen Smith whose… Read More

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Why is inflation so much higher in the UK than it is in Europe? | Weekly Market Overview

April 24, 2023

Why is inflation so much higher in the UK than it is in Europe? This week I give two answers to that question (one which… Read More

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2023 Q1 Market Review

April 18, 2023

Summary The biggest concern in 2022 was that inflation – and the interest rate rises needed to tame it – would keep spiralling out of… Read More

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2023 Q1 ESG Market Review

April 18, 2023

The role of improvers for Climate Transition One of the crucial takeaways from COP27– the annual climate summit held last November in Sharm El Sheikh… Read More

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Holiday Look Back | Weekly Market Overview

April 17, 2023

I am away on holiday this week. This time – and this has not always been the case in the past few years – the… Read More

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ChatGPT, population growth and outsourcing | CIO’s notes

April 3, 2023

One of the things I was taught as a child was that you should not discuss religion, politics, sex or money in polite society. Given… Read More

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