Insight

Echoes of 2022 | Weekly Market Update

2 October, 2023

2022 was a very tough year for investors, with bonds and equities both falling in tandem for much of the year. September has had echoes… Read More

see more

The UK continues to walk the tightrope | Weekly Market Update

26 September, 2023

Plenty of data from the UK this week. For the third month in a row inflation was broadly in line with the Bank of England’s… Read More

see more

Selling my parents’ house | Weekly Market Update

19 September, 2023

My parents want to sell their house. They live in the country and, as they get older, want something that is more walkable to the… Read More

see more

Is it now (finally) time for Japan? | Weekly Market Update

14 September, 2023

Japanese equities are up 25% so far this year. This makes them the second-best market we track (coming after the US Nasdaq market which had… Read More

see more

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

see more

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

see more

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

see more

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

see more

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

see more

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

see more