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

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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

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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

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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

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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

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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

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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

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Forecasting is hard | Weekly Market Update

9 January, 2024

My weekly note started as three (sometimes unconnected) investment related data points that I thought were interesting enough to pass on. As time has passed… Read More

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Letter from the Managing Partner

9 January, 2024

The Partners and staff wish all of our clients, intermediaries and prospective clients a happy and successful 2024. Looking back at 2023, our 15th year… Read More

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Some good news for mortgage borrowers | Weekly Market Update

19 December, 2023

It’s been a big couple of weeks for inflation related data and I am pleased to be able to tell you that the numbers have… Read More

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