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…
IBOSS updates
October 2023 | The Elephant in the Room
18th October 2023
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Jobs Galore
10th October 2023
Last week ended for equity and bond markets, at the headline level at least, very much being a repeat of the previous week. Government bonds posted losses of…
Oil on the Rise
4th October 2023
Global equities edged some 0.5% lower last week, leaving them down 3.3% in local currency terms over September. In sterling terms, the decline over the month was reduced…
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…
Singing from the Same Hymn Sheet
27th September 2023
Global equities reversed course last week, falling 2.6% in local currency terms to be down 4.5% on their end-July high. A further retreat in the pound against the…
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…