December 2023 | Pivot Party Fears Two
19th December 2023
It has been a long time in markets since Christmas 2018, when the original ‘Powell Pivot’ abruptly stopped the market falls and a great bull run in stocks…
Author: Chris Metcalfe
December 2023 | Pivot Party Fears Two
19th December 2023
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November 2023 | A New Era?
16th November 2023
In the last few days, we have had a glimpse of the next market moves. Still, at the moment, there is insufficient evidence to say with any confidence…
Market FOMO Dress Rehearsal
14th November 2023
“I think the efficacy of the dot plot probably decays over the three-month period between that meeting and the next meeting…; we do personally update our forecast, but…
Geopolitical Risks Versus Current Market Opportunities
30th October 2023
The markets often feel unpredictable, in the short term, for the simple reason that they are. However, if we look through the noise and past the media’s headlines,…
October 2023 | The Elephant in the Room
18th October 2023
Once again, India and the UK have been leading the equity markets over recent weeks (fig.1), though for very different reasons. While India undoubtedly has its animal spirits…
The Dilemma: Clients, Cash and Timing the Market
27th September 2023
At the time of writing, many easy-access savings accounts are paying circa 5% in the UK and the number of advisers reporting to us that their clients are…
