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Blogs, News and Thought Pieces

August 2025 – Monthly Review

Key Market Insights US labour market falters: Weak job growth and government upheaval shake investor confidence, particularly in bond markets. Monetary policy waits on data: The Bank of England cuts rates and the US Federal Reserve and ECB maintain a wait-and-see approach. Commodity and equity markets defy volatility: Gold sets new highs, oil supply expands […]

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August 2024 Mid-Monthly Update

August witnessed volatility rarely seen in financial markets. Initial blame for the two day financial market dislocation was laid at the door of weak US unemployment data suggesting that a US recession was imminent. Less than a week later, a benign jobless claims release led to a 2% plus bounce in US equities.

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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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June 2023 Mid Monthly update

The first half of the month was about inflation and employment data. Rising UK wages and a lower unemployment rate will give the Bank of England plenty of scope for another rate hike at next Thursday’s Monetary Policy Committee (MPC) meeting.

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May 2023 Review

US debt ceiling negotiations became the focal point of financial news and dominated the thoughts of asset allocators worldwide during May. Whilst historical precedent indicated that these discussions would ultimately be resolved without major consequences, the evolving status of the negotiations created market distortions and added to the growing uncertainty. Investors anxiously followed the ebb […]

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