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  • Thematic Investing
  • Our Solutions
    • Multi-Asset Dynamic Fund
    • Multi-Asset Growth Fund
    • Global Thematic Equity Fund
    • UK Responsibly Invested Equity Fund
  • Responsible Investing
  • How to Invest
  • Resources
    • Fact Sheets & Documentation
    • Blogs and News
    • Fund prices
  • About
    • Our Company
    • Our People
    • Charity Support
  • Get in touch
Resources

Blogs, News and Thought Pieces

  • Fact Sheets & Documentation
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  • Fund prices

June 2024 Mid Monthly Update

The two key US statistics that have the ability to move US (as well as other) financial markets are inflation data and the unemployment report.

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May 2024 Monthly Review

One of the key factors for equity markets to extend their rally into the end of 2023 was the expectation of official interest rate cuts in the US, UK and Eurozone by their respective central banks.

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May 2024 Mid Monthly Update

With inflation headed lower although not yet at the pace central bankers would like, encouraging economic growth signs emerged from both the UK and Eurozone last week. 

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April 2024 Monthly Review

GDP is short for Gross Domestic Product, a measure of an economy’s output and the most watched in many cases. It could also be an acronym for gigantic data processing and an important component of the artificial intelligence (AI)

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Thought Piece: Passive or Active, Global or Thematic?

Different ways of investing. Each has their merits and their disciples but the reality is that none of the them are separated by clear demarcation lines.

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April 2024 Mid Monthly Update

Last October, post the Iranian-sponsored Hamas attack on Israel, we made an asset allocation call to raise cash across the funds we manage. The multi-asset funds were the main allocators to a cash increase as they would be expected to be more defensive when required.

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March 2024 Monthly Review

Are We Nearly There Yet? - Not the first time we’ve used this title but appropriate during school holidays and reviewing market optimism, or lack thereof, about official rate cut expectations in the UK, EU and US.

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March 2024 Mid-Monthly Update

Two things grabbed market attention in the first half of March: The UK budget on 6 March which had little impact on financial markets and the US employment report which commands more attention than it warrants given huge revisions to previous data.

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February 2024 Monthly Review

The final day of February brought the latest update on US inflation or, to be more precise, the US Federal Reserve’s core personal consumer expenditures (PCE) prices index, which was released for the month of January.

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Client Services contact details

Following a reorganisation at our ACD,  from 11th March, contact details for advisers and clients have changed. Full details contained in this post.

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February 2024 Mid-Monthly Update

One of the problems for central banks on the path to lower interest rates is the tightness of the labour market and the effect on wages. 

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January 2024 Monthly Review

Inflation in the US improved, in the UK it faltered yet the trajectory remains downward; food inflation was the lowest since April 2022 on a year-on-year basis when data was released in January.

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January 2024 Mid-Monthly Update

Financial markets began 2024 like markets that have enjoyed themselves too much in the run up to Christmas.  As we indicated previously, over-optimism was in play with regard to futures markets’ official rate reductions forecast for 2024 in the US, UK and Europe.

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December 2023 – Review

December was a month when inflation continued to fall in developed countries allowing financial markets to price in significant official rate cuts for 2024. Economic data was supportive and welcomed along with the improved inflation backdrop.

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December 2023 – Mid Monthly Update

The debate for western developed economies is whether they will encounter a recession in 2024, or perhaps interest rate futures in those markets are already forecasting a weaker outcome. Last week saw the announcement that the UK’s October output fell.

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T. Bailey Asset Management Ltd
Toll Bar House, Landmere Lane
Edwalton, Nottingham NG12 4DG

t: 0115 666 0470
e: contact@tbaileyam.co.uk

Registered in England & Wales, number: 3720372
Toll Bar House, Landmere Lane
Edwalton, Nottingham NG12 4DG
Authorised and regulated by the Financial Conduct Authority.

Registration number: 190291

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