Keeping you up-to-date with our latest happenings

Rishi Sunak announces windfall tax

The noise The Federal Reserve has upwardly revised the forecast for its preferred inflation gauge, the PCI to 4.3% this year with predictions that it will decelerate to 2.5% next year. Members of the policy committee aren’t unduly worried about economic growth and expect it to “advance at a solid pace over the remainder of the year”. Rishi Sunak announced… Read More

Real Assets – A refuge in an uncertain world

We’re only just over halfway through H1 2022 but already investors have had to face a plethora of challenges – problems in global supply chains that just won’t go away even though the pandemic is now more than two years old, uncertainty about the timing and magnitude of interest rate rises, the return of an old foe – inflation –… Read More


Since peaking in November last year, the Nasdaq Composite Index – a proxy for the US technology sector – has declined by 17%. While valuations at the high point of the index were stretched and posed a clear risk to investors, they are now heading towards more palatable levels. Although we don’t yet see the US tech sector as attractively… Read More

Shoppers set to spend £9.2 billion in 4 days

This was a quiet week with US markets closed on Thursday for Thanksgiving. However, news broke overnight about a new Covid-19 variant. This led to a sell-off in markets as investors consider the potential new travel restrictions and lockdowns. This is a reminder that life will take time to get back to normal and indeed that normal may have evolved.

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We’ve reached the peak of the business cycle, is it downhill from here?

We’ve reached the end of what has been an incredibly quick business cycle. Are there only negative surprises to come?
Growth has recovered, and it’s strong. Inflation is at a 20-year high. We are now at the peak of the business cycle. Is it all downhill from here?

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The great crypto debate

This weeks US inflation report once more beat expectations as reported inflation in the US continued to rise, now sitting at 5.4% year over year. Recent weeks have seen the debate over transitory vs persistent inflation being resolved, with major company’s such as Bank of America’s CEO stating “Inflation is clearly not temporary”.

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