Investment Updates
A normalising recovery?
As economic recovery starts to slow into a more normal pattern, is it bad news for over-inflated markets?
What to watch out for in the rest of 2021
The economic restart is well under way, with buoyant economic data emerging from most major economies.
Inflation falling? No-one is fooled
Inflation may have dropped, but few believe inflationary pressures have gone away.
Will fund managers continue to Zoom?
Fund managers have had to conduct company management meetings remotely over the past year. To what extent will they revert to old practices as normal life re-emerges?
The UK Equity Income Sector
It has been a better period for the UK equity income sector. It has benefited from UK economic recovery and a bounce-back in payouts. But can its strength endure?
Olympic glory for Japanese equities?
As the Olympic games get underway in Japan, the country’s equity markets have been little more than an also-ran. Can they catch up?
UK inflation breaches 2% target
UK inflation breaches 2% target 19th July, 2021 Against a backdrop of intensifying pressures, both at home and in the US, UK investors continued to focus on the outlook for inflation during June as sharp prices increases fuelled speculation that interest rates might...
Is the UK economy in trouble?
While UK fund managers suggest buoyant growth for the UK economy, recovery is not yet assured as recent GDP and inflation figures demonstrate.
Strong finish for 2nd half of 2021?
It has been a cracking start to 2021 for investors, but eeking out gains in the second half of the year may be tougher.
Is the recovery running out of steam?
Until the last few weeks, the global recovery had surprised with its strength. However, recently the signals – on jobs, on retail sales, on inflation – have been more mixed.
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0115 958 4115 or 0345 408 0707