INSIGHTS

During September, the US Federal Reserve (Fed) joined the Bank of Canada, the European Central Bank and the Bank of England, in beginning to cut

One September Day Years, they will come and go.Sometimes the tears will flow.Some of my memories will fade,But I’ll always remember that one September day.I

After a relatively predictable election here in the UK, where Labour surprised only by its margin of victory, rather than the victory itself; the 2024

What follows is a re-print of a note we wrote back in early August following a sharp period of volatility in markets. As the US

This quarter we saw the first interest rate cut from a G7 central bank with the Central Bank of Canada cutting rates by 0.25% during

Summer should be a time for positive moods to flow. The evenings are light, the central heating goes off as the temperature outside goes up,

In this year of elections, the UK will have made its choice by the time many of you will have found the time to read

There are decades of academic theory devoted to the science of portfolio construction, Fama and French, Harry Markowitz, CAPM, efficient frontiers and more! You’ll be

‘Not yet, but really quite soon’, was the message from the West’s major central banks as they held interest rates for now, but clearly flagged

Spring – A time for optimism? As the blossom finally dares to start showing its face after a spring that feels littered with the longest