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
Monthly viewpoint – October 2023
In an era of heightened geopolitical
risks, there is considerable uncertainty about the macroeconomic variables impacting policy, and hence on the timing of rate cuts, and the risk of policy error is rising
Use it or lost it
Urgent appeal to the referee is clear: give damaging Alternative Investment Fund Managers Directive regulations the red card.
Treasury hunt
Bond markets need to stabilise before
markets can begin to recover, but with yields of around 5% across the maturity curve, there is now good value available
Base effects
Base rates are a useful tool for investors when making decisions that involve
factors that can disrupt the balancing of risk and reward
Fly Me to the Moon
Having sat on the sidelines for the best part of two years, the growth opportunity for Moonpig is clear.
Monthly viewpoint – September 2023
Data from the US economy has proved to be surprisingly strong this year, and the labour market remains tight, with
wages rising at close to 6%