The calm before the storm
The astronomical autumn, defined by a 23.5 degrees tilt of the earth’s rotational axis in relation to its orbit around the sun, officially began on 23 September this year.
Have we avoided a financial crisis?
Is the dramatic U-turn on the higher rate of tax, by the new Chancellor, enough to avoid a financial crisis in the UK? And could the German government’s plans to cap their energy bills help in the process? Chief Economist, Steven Bell, appraises the latest policy developments.
Is Sterling doomed?
Sterling has plunged on the back of recent government announcements. Chief Economist, Steven Bell, explains why the currency is under such pressure and discusses what the Bank of England is likely to do next.
Is the UK headed for a Financial Crisis?
With high inflation, rising interest rates and increasing fiscal measures we assess whether the UK will avoid recession or whether inflation and interest rates will spiral ever upwards?
Do we need a recession to control inflation?
One of the aftereffects of Covid is high inflation almost everywhere in developed markets. Some of this inflation is temporary bottle necks, but more sustained price pressures have emerged in the job market.
Our thoughts on the ongoing developments in Ukraine
Whilst the situation remains fast-moving and fluid, Simon Holmes gives his thoughts on the short and long term consequences.
5 factors for Multi-Asset investors to revisit in 2022
While it has clearly been a disappointing start to the year, we believe that there are still grounds for optimism.
What does 2022 hold for Multi-Asset portfolios?
The fundamental backdrop shows an environment of still robust but decelerating growth globally, and a continued rise in inflation. Growth in the US, UK and Europe should remain above trend, with around 4% GDP increases likely in all three areas. Japan will also likely see strong growth, of around 3% this year. Moderating growth, from […]
Opening Bell: What will 2022 bring for global markets?
Chief Economist Steven Bell takes a look at the factors shaping 2022, and what they mean for corporate earnings and financial markets.
