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
Wall-E Street
AI primarily serves as a supporting function intended to complement our existing strategic/tactical asset allocation and portfolio construction processes rather than replacing it
Fleece Navidad
As the fashion industry continues to adapt to the climate emergency, it is clear that investors and consumers have
a significant role to play in bringing sustainable fashion brands to the
fore
Siren call
If we are close to peak rates, as many economists are suggesting, then
history would suggest cash should be
usurped from its throne
Stocking fillers for your portfolio
There is light at the end of the tunnel, with growing belief that we have seen “peak reates”
Interest rate volatility: Transitory or here to stay?
It is of prime importance to carefully watch and assess all of the factors affecting growth, inflation, and fiscal sustainability in coming years