News and Blogs

Monday digest

26 February 2024Tatton Weekly

Overview: M&A activity sets growth against valueEquities moved higher again last week, with gains made across global markets. Even China put in another week of positive returns following the largest ever cut to the five-year housing loan prime rate (admittedly only 0.25%)....

M&A activity sets growth against value

23 February 2024Tatton Weekly

Equities have moved higher again this week, with gains made across global markets. Even China put in another week of positive returns, following the largest ever-cut to the five-year housing loan prime rate (admittedly only 0.25%). Government bonds have not done so...

Tatton Teaser

23 February 2024Tatton Teaser

An interesting report from the Resolution Foundation examining intergenerational wealth and income trends reveals interesting trends about the UK labour market and intergenerational equality. In inflation adjusted terms, UK workforce pay has stopped improving. A trend from 1941 to almost 1980 has...

Monday digest

19 February 2024Tatton Weekly

Overview: The UK is not growing in real terms or nominal termsThe UK is in a technical recession, defined as two quarters of real growth contraction. Meanwhile, last week’s release of UK jobs market data for December showed surprising tightness. The unemployment...

UK not growing really, not growing nominally

16 February 2024Tatton Weekly

As regular readers will know, we tend not to comment on UK matters as much as some, partly because the investment portfolios we manage for UK clients are quite globally focused. But the UK as our home is important to us and...

ESG Honestly

16 February 2024ESG Honestly

The end of greenwashing? From May, ESG investments in the UK will have to comply with a stricter set of anti ‘greenwashing’ rules. Several were announced by the Financial Conduct Authority (FCA) last November, and the watchdog is now taking a consultation...

Tatton Teaser

15 February 2024Tatton Teaser

Where next for lending standards? The US Senior Loan Officer Opinion Survey (SLOOS) is a quarterly survey conducted by the Federal Reserve Board on bank credit availability and loan demand. It shows that lending remains tight, but fewer banks were tightening their...

Monday digest

12 February 2024Tatton Weekly

Overview: are US stocks bubbling up?Last week, the US large-cap equity market shook off the rest of the world, and the S&P 500 marched to another new milestone, trading above 5,000 for the first time. But the stand-out performer of the week...

US stock market entering bubble territory? 

9 February 2024Tatton Weekly

This was the week when the US large-cap equity market shook off the rest of the world and marched to yet another new milestone. The S&P 500 traded above 5,000 for the first time on Thursday night. It also shook off another...

Tatton Teaser

9 February 2024Tatton Teaser

Cracking the Zodiac Code: will the dragon hoard wealth or breathe fire on investments? The new Chinese Celestial Year is approaching so as part of the occasion we took a look at the Hang Seng Index, exploring annual returns through the lens...

Monday digest

5 February 2024Tatton Weekly

Overview: Central banks challenge goldilocks assumptionsSurprisingly decent monthly returns were soured on the last day of January when the US Federal Reserve dampened the mood by repeating the message that rate cuts will begin later than markets anticipate. That this reiteration led...

Central banks challenge Goldilocks assumptions

2 February 2024Tatton Weekly

The first month of the year is behind us and, despite what many expected, returns were positive for most investors. Following the initial hangover from last year’s tremendous Santa Rally, risk asset markets continued on their upward trajectory. That was until the...

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The Tatton Weekly is provided for information purposes only and compiled from sources believed to be correct but cannot be guaranteed.  It should not be construed as an offer, or a solicitation of an offer, to buy or sell an investment or any related financial instruments. Any opinions, forecasts or estimates constitute a judgement as at the date of publication and do not necessarily reflect the views held throughout Tatton Investment Management Limited (Tatton). The Tatton Weekly has not been prepared in accordance with legal requirements designed to promote independent investment research. Retail investors should seek their own financial, tax, legal and regulatory advice regarding the appropriateness or otherwise of investing in any investment strategies and should understand that past performance is not a guide to future performance and the value of any investments may fall as well as rise and you may get back less than you invested.

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