Insight

Not much news is good news | Weekly Market Update

14 June, 2024

There doesn’t feel like there is much uncertainty hanging over markets right now. I haven’t mentioned the upcoming UK election in my weekly notes yet… Read More

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Diversification is working again | Weekly Market Update

7 June, 2024

Of course, if I knew the best performing market over the next 10 years I would simply buy that and  both our clients and I… Read More

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What does it all mean | Weekly Market Update

31 May, 2024

Here I am, it’s Friday morning and I am writing my weekly note. I am not really someone who spends much time dwelling on questions… Read More

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Echoes of the 2010s | Weekly Market Update

24 May, 2024

One of my abiding memories of the 2010s was that at the start of each year most forecasters (including me to the extent we had… Read More

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A jargon filled weekly: “Stagflation” and “the Fed put”| Weekly Market Update

17 May, 2024

This week I thought I’d write about a couple of investment jargon phrases that get thrown around by people like me, namely “stagflation” and “the… Read More

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3 things | Weekly Market Update

13 May, 2024

Often there is a disconnect between people’s own experience of something and how they think the thing is doing in general. Sometimes you see this… Read More

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Renewable energy is a success story

3 May, 2024

The UK market hit all-time highs again this week, which put me in my mind of this quote from Peter Lynch: “Far more money has… Read More

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This quarter’s best performing market is… | Weekly Market Update

30 April, 2024

This week I have some evidence that – in spite of what you may read in your normal daily newspaper – we do get some… Read More

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Interest rates, inflation (again) and the outlook for the UK | Weekly Market Update

19 April, 2024

It’s a day with a Y in it so it’s probably time to write about interest rates and inflation again. Rather like the start of… Read More

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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

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