News and Updates

Capital markets continued over the week to recover just as gradually from the September/early October downdraft as they declined then. Many commentators put it down to the continued strong Q3 corporate earnings announcements, which with 20%-40% year on year growth between Europe...

Overview: Have we passed the peak of supply disruption?As petrol availability returned even to London’s suburbs, and temperatures outside rose again, so it seemed did global stock markets. Despite broader UK news flow still very much on the gloomy side, last week...

Last week we noted that October had picked up for investors where September had left off, namely equities slowly climbing down from the heights gained over the summer. As petrol availability returned even to London’s suburbs and temperatures outside rose again, so...

Overview: global economy hits an air pocket October has carried on where September left off, with daily ups and downs for markets, and with a slight downwards trend. Overall, after a week when European gas prices briefly hit a new record high,...

October has carried on where September left off, with quite a bit of daily up and down for markets, but with a slight downwards trend. We deliver our end-of-month review of September in this week’s second article. For UK readers, the lack...

Overview: September departs with rising bond yields making a returnA shortage of gas and oil around the globe – leading to rising energy prices – led many commentators to draw parallels with the 1970s oil shock last week. More important, though, was...

The energy bottlenecks we wrote about last week became rather more personal for the large proportion of the UK population that are motorists. In fairness, the UK’s petrol station forecourt crisis has little to do with rising energy prices around the world,...

Overview: wall of worry time?‘Chaos’ can sometimes feel like an overused word in modern times, but it certainly felt apt last week, as the UK was buffeted on multiple fronts. Globally, the news flow was not much better, with economic data confirming...

The UK received worrying economic news on multiple fronts this week, with several utility companies going under and the prospect of steep rises in winter heating costs, petrol stations running out of fuel, gaps on supermarket shelves and the Bank of England...

Overview: September wobbles are unsurprising Halfway through September and the positive picture of the summer months has faded with the sun. To be fair, investment returns are only marginally down for the month, and investors are still sitting on healthy cushions for the...