Investment Updates
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Sustainability Outlook 2025: ESG as BAU
Sustainability is now a core part of most businesses despite the debate it continues to attract.
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Global updates: Markets brace for Trump’s second term
Although the Dow Jones Industrial Average Index fell by 5.3% in December, dampened by uncertainty over the pace of future rate cuts, it rose by 12.9% over 2024, underpinned by a resilient domestic economy, lower interest rates, and hopes of deregulation and lower taxes under the impending Trump administration.
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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?
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Welcome the British ISA?
Will the Chancellor’s latest initiative be enough to revive interest in the UK stock market?
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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.
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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.
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US: Too hot?
The US economy keeps coming in hotter than expected. Could it derail the narrative on inflation?
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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?
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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
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0115 958 4115 or 0345 408 0707
Call Us For Expert Advice On:
0115 958 4115 or 0345 408 0707