What a week – Here is a summary of what has been going on in the UK markets
Click here to read the full PDF
Click here to read the full PDF
Markets continued to digest the implications of aggressive interest rate hikes by global central banks, led by the US Federal Reserve. Meanwhile, Japan’s Yen plummets to a multi-decade low and China faces further economic turmoil as Covid-19 cases spike. Inflation…
All eyes were on the US, particularly focussed on inflation data for the month of July. Signs that inflation may be peaking boosted confidence around the world. Political stability in Japan, rising Covid-cases in China, economic support for the cost-of-living…
It was the Bank of England’s turn this week to raise interest rates aggressively, following aggressive hikes by the European Central Bank and the Federal Reserve in recent weeks. Strong jobs data coming out of the US suggests that central…
Despite the Federal Reserve raising interest rates aggressively, global investor sentiment was boosted by the fact that in the face of a slowing economy, the Federal Reserve in the US could slow down its interest rate rises from here. The…
Whilst we do believe that markets are likely to remain volatile over the shorter-term, this is a fairly normal occurrence for markets – market corrections are part and parcel of long-term investing and whilst it may be hard for clients…
A week driven by interest rates. Interest rate rises are the way central banks try to control inflation, not just by taking the foot off the pedal of the economy, but by indeed applying the brakes. Investors are worried about…
Click here to read through our Omnis Jubilee update. As we break up for the long weekend to celebrate Her Majesty The Queen’s Platinum Jubilee, I wanted to share with you a piece written by the UK Equity Team at…
Today's podcast is an interview special, where I am joined by Colin Gellatly, Deputy Chief Investment Officer to discuss what's been going on in markets since the start of 2022 and what we can expect moving forwards. Many of your clients…
In another volatile week in markets, the focus remains on how central banks plan on taming inflation and the impact this could have as economic growth around the world continues to slow. Last week, both the US and UK central…