Year of the Dragon
29th January 2024
This time last year, around the date of Chinese New Year, we wrote a blog focusing on Chinese equities. In summary, we were relatively positive on Chinese equities…
Author: Chris Metcalfe
Year of the Dragon
29th January 2024
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Investment Update | January 2024
19th January 2024
The Big Election Year Our last monthly performance update was released on December 19th, just six days after Fed Chair Jerome Powell indicated it was safe to return…
2023 Market Review
20th December 2023
To send this market review to your clients click here to download a copy in PDF. As we approach the end of 2023, it’s worth pausing for a…
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…
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…