Investment Updates
Better times for the UK?
The recent inflation and growth data for the UK gave tentative cause for optimism. However, the UK has a long way to go before it is likely to lure back international buyers.
2023: will inflation and interest rates change direction?
The path of inflation and interest rates has preoccupied investors in 2022. Fixed income markets have been forced to make a significant adjustment to a different economic outlook. The shift has been painful, but with yields higher and inflation easing, 2023 may be an altogether different type of year for fixed income investors.
Dollar reversal: the implications
Dollar strength has been a factor for much of the past 12 months. As it starts to shift, how will financial markets respond?
Autumn Statement 2022: facing into the storm
In his Autumn Statement, Chancellor of the Exchequer Jeremy Hunt unveiled a series of measures designed to shore up the UK’s finances. Against a backdrop of intensifying inflationary pressures and rising interest rates, UK households face their most dramatic decline in living standards since records began in 1956.
The big tech sell-off
It’s been a turbulent week in technology, with weak results prompting a significant sell off. Should it tempt contrarian investors?
The other casualties of the mini-budget
The gilt and currency markets weren’t the only problem areas after the Chancellor’s risky budget. Property assets also took a hit.
The Federal Reserve proves as good as its word
The US central bank surprised markets with another 0.75% rise in rates. There is little comfort for investors in the move.
UK interest rates reach fresh 14-year high
UK interest rates continued their rise in September as the Bank of England increased the key base rate from 1.75% to 2.25% to reach its highest level since 2008.
How low can the pound go?
The pound has seen further weakness, maintaining a pattern seen for most of the year. Can it fall further?
Corporate earnings: the next problem for investors?
Corporate earnings held up reasonably well in the second quarter, but there are increasing jitters about their direction from here. Could earnings weakness prompt markets to lurch lower?
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0115 958 4115 or 0345 408 0707