End of central bank hiking? • Israel declared itself at war following a deadly Hamas assault in southern Israel. • Key global central...

We continue to get evidence that the global economy can achieve a "Goldilocks" soft landing. This is a scenario where inflation is...

Equity markets stabilised somewhat during October, with the MSCI World Equity Index rising 3.9% and the FTSE 100 gaining 3.0%. The VIX...

As markets continue to wrestle with the current data, we continue to believe the turning point for the US Federal Reserve remains close, but

June proved a bleak month for almost all stock markets, concluding a merciless first six months of 2022. Whilst there was a modest...

May saw further unwelcome volatility in most stock markets. Reassuringly, inter-month losses were typically recovered by month-end, with...

April proved to be another volatile month, with most of the major stock and fixed interest markets weakening over the period on concerns...

Inflation and developments in Ukraine continued to dominate the headlines in March. Expectations prior to the invasion had been that...

February saw the unwelcome Russian invasion of Ukraine, bringing war back to Europe for the first time in 30 years. Besides the ongoing...

The start of 2022 proved an eventful one, with markets adjusting to the evolving interest rate outlook. The backdrop favoured “value” as...

As the curtain fell on 2021 most stock markets posted strong gains, with European and UK indices leading the pack. In spite of some...