Sustainable investment – perspectives on performance
We explore the challenges facing sustainability-orientated portfolios in 2022 and highlight investment themes with real long-term potential.
Multi-Manager People’s Perspectives
This week has seen the focus firmly on the US, where there has been plenty going both in terms of economics and politics. We saw the latest inflation and employment data released, and the midterm election results point to political gridlock for the remainder of President Biden’s first term of office, but a ‘less bad’ outcome for his Democratic Party than many had expected.
Where to next for global financial markets?
Uniquely, the Composite PMI for UK, Eurozone and US were all at 47.2 in September, indicating the likelihood of recession for all. However, each economy is at that point for very different reasons.
How far will UK house prices fall?
Our Chief Economist, Steven Bell discusses difficulties that lie ahead but suggests markets may become more positive as 2023 progresses.
Fund Watch Q3 2022
We analyse thousands of funds each quarter – in FundWatch
we highlight the elusive few that manage to outperform on a
consistent basis.
When will central banks stop hiking rates?
Our Chief Economist, Steven Bell considers the issues facing central banks and suggests that 2023 could be a time to add risk to portfolios.
Keep Calm and Carry On
Liz Truss’s short Prime Ministerial term was accompanied by the greatest volatility in the long history of the UK government bond market.
There’s no such thing as a risk-free lunch
In this update we provide an overview of asset allocation and cast our eyes forward to 2023.
Is the turmoil in the UK over?
With a new Prime Minister set to be announced, Steven Bell considers whether the turmoil in the UK is over and suggests further sterling weakness could be on the cards.
Time to hunker down till winter passes
Amid significant volatility and a global economy moving towards higher inflation, interest rate hikes and recession, where should investors turn?
