Ukraine continues to polarise the western world against Russia and the recent battle for Bakhmut, a four hundred year old city with a...

The US debt ceiling discussions are reaching a crescendo and whilst we do not believe that the US will actually voluntarily default on...

The Bank of England raised rates by the expected 0.25% yesterday, with a 7-2 vote in favour of the rise, taking interest rates to their...

Taking a brief break from the markets, that are once again digesting another batch of interest rate rises in the US and Europe, and more...

In a muddled world of current cyclical pressures mixed with longer-term geopolitical, demographic and clean energy transition shifts,...

We continue to move closer to the peak in the developed market interest rate cycle as the US is making real progress in its inflation...

Inflation was front and central once more in market reporting this week, with US inflation falling slightly more than expected. Wednesday...

We very much understand why we have had questions over the last few weeks on the banking sector and our portfolios exposure in this area....

As expected, the US Federal Reserve and the Bank of England both increased their interest rates by 0.25% this week and spoke firmly about...

Aside from the Budget announced yesterday by Jeremy Hunt, the majority of our focus in the last week has been the developing situation...

We are closely watching China’s annual National People’s Congress meeting as the biggest parliamentary reshuffle in years is expected,...

Here we go again - good news is actually bad news. Markets can be very frustrating. Better than expected growth data, robust employment...

The topsy turvy nature of investment markets have struck again. Last month, the American S&P 500 jumped 7 per cent, supposedly because...

After a drab month, UK markets had a better start to the week on the back of talk starting to turn to what Boris has in store for us on...

I will try and steer away from COVID this week, as we all now know as much as each other about the end of lockdown – we all have no idea!...

January closed out with Asia and Emerging Markets leading the equity returns once again, and developed markets and bonds losing their way...

It has been a funny old week for markets and news flow. The row has already started within Europe about vaccine supply with threats to...

As we move towards the end of January, most of us remain at home, awaiting the news of our turn at the vaccine and watching the horribly...