Inflation: Whose tiger and whose tail?
When scrolling through the economic play book in the wake of the Global Financial Crisis, commentators were quick to raise the spectre of a rising inflationary pulse...
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Currencies
Following the relative strength of the Japanese yen and the Euro last year against sterling, this year has so far seen sterling strengthen...
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Fixed Income
The bond market has struggled with a heavy dose of indigestion as bond yields rose through the quarter...
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Market Outlook
Since March last year equity markets have been reliant on the expectation that the huge and combined central bank and government support would see us through...
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Market Returns
Dear me, markets like a new year to apply a volte face, don’t they? No sooner had the headlines about the death of UK equities been metaphorically scribed than they show some signs of life...
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Under the April skies…the end of the beginning
At last! There are welcome early signs that lockdown restrictions are easing from those most difficult days of winter and we can begin to look forward again...
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General Market Review
Equity markets began the year on a wave of vaccine-induced euphoria but a spike in bond yields, admittedly only to a level similar to those immediately prior to the pandemic, has been difficult to digest...
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Selecting funds for our Positive Impact Portfolios
The introduction of our Positive Impact Portfolios in April 2019 was driven by the recognition that clients were increasingly wanting their portfolios to be invested in a manner that caused less environmental harm...
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A Three Pipe Problem
The great bull market in equities and bonds began in 1981 as Charles married Di, Mrs Thatcher was in No.10, Ronald Reagan in the White House...
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Currencies
Not many would have picked the euro as being the strongest major currency last year...
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