Investment Updates
Is China Back?
People have been calling a recovery in the Chinese market for almost as long as they’ve been calling a recovery in the UK. After a big stimulus package and a rally in share prices, is that recovery finally here?
Welcome the British ISA?
Will the Chancellor’s latest initiative be enough to revive interest in the UK stock market?
Is it really the year of the bond?
Asset allocators have teed up 2024 as the year of the bond, but it is not a one-way street.
Interest rate update: Central banks on hold
As expected, central banks in the UK, US and Europe opted to leave interest rates unchanged in late October and early November. Policymakers adopted a “wait-and-see” approach to allow them to assess the economy and the impact of previous increases.
US: Too hot?
The US economy keeps coming in hotter than expected. Could it derail the narrative on inflation?
What’s going on in China?
Another dismal set of economic data, there are increasingly pressing concerns about the Chinese economy. Is sentiment now too pessimistic?
Japan: Right market, wrong companies?
Investors are backing Japan for the first time in decades, but are they directing capital to the wrong areas?
Uncertainty has a certain attraction for value investors
All investors need to think hard about what a sustained – and, for many, unfamiliar – environment of higher interest rates could mean for their portfolios
A European renaissance?
It’s been the best-performing sector for the year to date, but can Europe extend its recent run of form as the economic climate weakens?
Spring Budget 2023: not out of the woods
Despite a lacklustre economic backdrop, Chancellor of the Exchequer Jeremy Hunt’s Spring Budget struck a relatively upbeat tone, with a strong focus on employment and boosting the workforce.
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0115 958 4115 or 0345 408 0707