Insight

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

16 May, 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

9 May, 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

2 May, 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

24 April, 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

18 April, 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

18 April, 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

17 April, 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

3 April, 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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A solution to the Credit Suisse problem | Weekly market overview

27 March, 2023

I normally write these notes on a Friday morning. Since my last missive another bank – Credit Suisse – has failed. The first bank to… Read More

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Credit Suisse on the line | Weekly market overview

20 March, 2023

Well, a lot can happen in a week. Since I last wrote seven days ago two US banks have failed, one of which is… Read More

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