Author: Chris Metcalfe

  From Westminster to Washington: A Tale of Stability and Volatility   This update covers the period up to November 13th 2024. As usual, we have taken the…

As of October 2024, the bond market continues to experience heightened volatility and fluctuating yields, especially in short-term bonds like the 2-year U.S. Treasury. The 2-year bond recently…

Doves Fly and Dragons Roar as Markets Roll On This update covers the period up to October 15th 2024. As usual, we have taken the basic asset class…

The Fiscal Stimulus Saga On Saturday (October 12, 2024) we had another set of announcements from the Chinese authorities as China’s finance ministry unveiled a fiscal stimulus package…

Following our update on China last week, further and significant extra stimulus measures have been announced. Therefore, with all these changes, we thought we should give a second…

Since mid-July this year, the property sector has experienced one of its strongest recoveries since the pandemic, delivering a notable upswing just as global equity markets faced a…