Investment Strategy: Second Quarter 2023
Welcome to the second quarter 2023 investment strategy.
(You can email, print or create a PDF using the convenient icons at the bottom right of each article).
Market Outlook
January saw markets on good form. The nasty 2022 was in the rear-view mirror and an early dose of optimism was bubbling up to the surface...
Read more
Market Review of Q1 2023
The US dollar was strong in 2022 vs. sterling, yen and euro but there has been a step change in Q1 ’23 and sterling has found favour...
Read more
Banking under stress: A reminder of yesteryear, not a repeat of history
After such a turbulent 2022, 2023 had been feeling a little more sedate and peaceful until financial cracks began emerging in the banking system...
Read more
UK: Back on the front foot?
To great fanfare, the FTSE 100 surpassed an index level of 8000 during the last quarter, reaching a new index high...
Read more
Investment Strategy: Second Quarter 2023
Welcome to the second quarter 2023 investment strategy.
(You can email, print or create a PDF using the convenient icons at the bottom right of each article).
Market Outlook
January saw markets on good form. The nasty 2022 was in the rear-view mirror and an early dose of optimism was bubbling up to the surface...
Read more
Market Review of Q1 2023
The US dollar was strong in 2022 vs. sterling, yen and euro but there has been a step change in Q1 ’23 and sterling has found favour...
Read more
Banking under stress: A reminder of yesteryear, not a repeat of history
After such a turbulent 2022, 2023 had been feeling a little more sedate and peaceful until financial cracks began emerging in the banking system...
Read more
UK: Back on the front foot?
To great fanfare, the FTSE 100 surpassed an index level of 8000 during the last quarter, reaching a new index high...
Read more
