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…
Author: Chris Metcalfe
Market FOMO Dress Rehearsal
14th November 2023
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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…
September 2023 | There is no Playbook
25th September 2023
There were broad equity losses in the first three weeks of August, followed by a rebound from the lows. However, at the time of writing (21/09/23) and post…
Not Even the Mountains Live Forever
30th August 2023
In any given era of investing, intuitively, it can feel like the investing backdrop should remain, if not constant, then at least something approximating to it. History, however,…