Sustainable investing: Another year older

Our Sustainable/ESG focused portfolios are another year older but are we as investors another year wiser? In this note we review the five important lessons learnt in throughout 2023.

Hang on in there, the market is on the mend

2023 has largely been a year of lacklustre performance with just 7 behemoth tech stocks in the US delivering virtually all the market performance. Whilst investors have piled into these AI related investments there has been a lot more to get excited about. In this note we review the current landscape and some views for 2024.

Soft Landing or Hard Landing? Take your pick but make sure you are in a plane that can handle both!

We meet again, Mr. Bond - Opportunity in fixed income

Last week, Fed Chairman Jerome Powell said that inflation is still too high despite easing slightly recently, and slower economic growth is likely needed for it to return to the central bank’s 2% target. This week we have had stronger US growth numbers, but weaker employment numbers. With rate decisions on a knife edge read how T...

Artificial Intelligence (AI) Technology: World Changing or Ending?

AI has certainly become a household topic in 2023 and impacted many company and sector valuations.  We discuss the issues and what we should be focusing on going forward.

The risk of outperforming this market

Do strong stock market gains tell the whole story? James Penny discusses the story behind the story and concludes that its critical for clients to realise how important it is to spread investments over different scenarios, outcomes, and opportunities.

FANGs bite back: A view on Q1

After a shocking 2022 for growth stocks, 2023’s Q1 market will go down in history as one of the most potent rallies in the history of growth investing.  In this article we discuss the events that shaped the market and some thoughts for the remainder of the year.

BUILDING THE NEXT BULL RUN IN 'GREEN' INVESTMENTS

We are now looking back on over a decade of artificially low interest rates put in place by developed country central banks, sparked by the financial crisis and a battle against deflation, thanks to China exporting low prices as globalisation took off. This period of easy money culminated in 2021 with unprecedented levels of monetary s...

Springing into Growth: the UK Budget

The past few years have been marked by political turbulence in the UK, ranging from ‘partygate’ scandals, to the proposed unfunded tax cuts which sent the UK economy into tailspin and Liz Truss packing after a shorter tenure than Ed Balls had on Strictly Come Dancing. However, since Rishi Sunak followed as Britain’s p...

Banks: the winners and losers

Financial markets ended Friday in some turmoil, due to the dilemma over the strength of bank lending. In a rapidly appreciating interest rate environment, banks are usually the core winners as interest spreads and ongoing interest loan differentials cause bank profit margins to rise. Great news for banks which until Friday have been a ...

China, too big to ignore?

Globally, markets have been in a precarious place, one in which opportunities have been scarce and where we have watched economies walk the tight rope to recovery. Unfortunately, in 2022 China slipped. Weighed down by its stringent zero-Covid policy, distressed real estate sector, crackdown on tech firms, and geopolitical tensions with...