Different definitions mean individuals
fall in and out of certain categories at
different times, which serves to reduce the usefulness of any one labour market
indicator.
The quiet investor
There are invaluable lessons to be learned from Ronald Read’s life and investment choices
Monthly viewpoint – January 2024
“A disconnect is building between the market’s expectations for the pace and extent of cuts and the resilience of the economy. We therefore expect a period of consolidation ahead”
New Year. New me. New you. New US?
Is this the year where US equities fall behind? Well, who knows! but there are pockets of value in the US equities universe and it’s important to maintain exposure, especially if you can select the right fund managers to navigate the course
Monthly viewpoint – November 2023
The only notably weak market was oil. The initial surge in price following the Hamas attack on Israel has unwound as fears of a wider Middle East conflict have dissipated
Monthly viewpoint – August 2023
Oil prices rose a further 1.5% in August, taking its rise over the past three months to 20%
Monthly viewpoint – July 2023
Arguably the biggest upside surprises came in the UK, where growth in recent
months has been broadly flat, confounding virtually all the official forecasts of an extended recession
Monthly viewpoint – June 2023
The Yuan has been under pressure this year, down 5.2% in Q2 and 7.6% YTD, as the Chinese economic recovery following the end of Covid restrictions faded
Monthly viewpoint – May 2023
The extraordinary success of ChatGPT
following its launch in November 2022 is
leading to a surge in demand for high end
processors to power AI applications
Monthly viewpoint – April 2023
The apparent calm masked troubling
turbulence for markets below the
surface