News

This week saw the much anticipated “Freedom Day” come, and go, without the fanfare that the UK Government were hoping for. It was...

Something strange has happened. Federer is out of Wimbledon earlier than usual, losing his final set 6-0 for the first time ever. England...

This week has focused on things coming, but not going. Footballs coming home, apparently, but COVID is here to stay. England finally...

The global economy has recovered exceptionally well after one of the deepest recessions of the post-war era, but how challenging will the...

Freedom Day is off, at least for 4 more weeks. As we are advised the Government is led by the data, I suppose this was no great surprise....

In its recently published report – Net Zero by 2050 – the International Energy Agency (IEA) sets out a roadmap of how the world might...

I have a quandary. Do I focus on the COVID Indian variant? Dominic Cummings vs Matt Hancock? I have taken the decision that I cannot add...

Last week US inflation for April came out as a shock, with both headline and core indices surprising to the upside. What we had been...

The spectre of inflation was again returned to dampen markets this week as Wednesday’s US Consumer inflation rate jumped to 4.2% in...

The world remains almost perfect for equities. Growth is strong and earnings are rising. On both sides of the Atlantic, the pandemic...

Inflation has been historically low in recent times, especially versus the levels experienced in the 70s and 80s. Following what has been...

I will start with some good news, that the International Monetary Fund (IMF) expects the global economy to stage a strong recovery,...

Not a lot has changed in the last two weeks, although I would note that the vaccination roll-out and the subsequent decline in the...

As there has not been a huge amount of news in markets and COVID vaccines since the bank holiday, I thought I would take a detour from...

In recent weeks I have written about rising inflation and the effect on bond yields and future interest rates. Conjecture is all good...

The vaccine rollout has generated genuine optimism despite still significant risks associated with the virus. With the reopening of...

I am not sure it feels like a happy anniversary quite yet, however I should acknowledge that it is now a full year since I started...

Markets have remained a little fragile over the last week, with continued troubles for technology stocks in the first few days, however...

Markets have continued to wrestle between a brighter outlook due to a release from COVID lockdown, versus a change in market leadership...

I am desperately keen not to recycle what you have already heard about Boris’s plans to slowly move out of COVID lockdown, so I will...