Rose Tinted Glasses
7th November 2023
Markets cheered up considerably last week with increased hopes of a soft-landing driving significant gains in both equities and bonds. Global equities reversed a good part of their…
Rose Tinted Glasses
7th November 2023
Markets cheered up considerably last week with increased hopes of a soft-landing driving significant gains in both equities and bonds. Global equities reversed a good part of their…
Introducing the Decumulation MPS
30th October 2023
From November 1, 2023, the existing IBOSS ‘Income MPS’ range will be renamed ‘Decumulation MPS’. The product itself won’t be changing, and the underlying management and investment philosophy…
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,…
Eyes Wide Open
29th October 2023
Once again equity markets were negative last week with a fall of 1.8% in local currency and sterling. Global equities are now up 4.9% for the year in…
Murky at the Top
24th October 2023
Global equities dropped last week, more than reversing their gain the previous week and ending down around 2.5% in both local currency and sterling terms. Markets are now…
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…