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The China problem
China’s economic weakness has spooked markets, but is its weakness likely to be short or long term?
Inflation triggers concerns over growth
Investor sentiment was undermined during April by concerns over inflation, fears relating to the war in Ukraine, and worries about the wider economic impact of Covid outbreaks in China.
US bond yields hit 3%
The dramatic moves in government bond markets since the start of the year are changing the landscape for wider financial markets.
Technology: they think it’s all over?
Technology: they think it’s all over? 25th April, 2022 Over $50bn was wiped off Netflix’s share price this year as it announced falling subscriber numbers for the first time. Its customers proved more price sensitive than its management team had thought amid an...
Fixed income holdings at 14-year lows
Investors are abandoning fixed income, as rising inflation and interest rates take hold, but could they be leaving themselves vulnerable?
Government spending soars to $65 trillion
Global government spending has increased by a quarter over the pandemic. It’s a tough time to be in charge of the government’s purse strings.
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0115 958 4115 or 0345 408 0707