Insights

Overview: Bank stress-testing in real-time Following the run on Silicon Valley Bank (SVB), fear has spread. The nervousness of market participants over recently elevated stock and bond valuations found its focal point and so the stock index of the aggregate global bank...

Unease about the state of markets had been palpable since more or less the beginning of the year, as noted repeatedly on these pages over the past months. Following the run on Silicon Valley Bank (SVB) last week, financial system fear spread...

Tatton Investment Management Limited is still a young company but we are getting a little older. This year, we are proud to celebrate ten years of serving our clients and are immensely proud of what we have been allowed to achieve for...

Overview: Mood swingsBond and equity markets have been experiencing teenager-like mood swings for some time now. Investors have oscillated between optimism over the surprising resilience of consumer demand and relative company earnings stability, and pessimism that the same economic resilience will force...

For some time, bond and equity markets have been experiencing teenager-like mood swings. As February ended and March began, government bond yields continued their march higher to levels last seen last autumn, when stock markets tumbled as a result. Yet this time,...

Overview: Balancing actsLast week saw global equity markets give back some of February’s earlier gains. Even so, global equities have made a total return of around 5% in £-sterling terms since the start of the year. Over the past fortnight though, market...

This week has seen global stock markets give back a portion of the gains made in the first few days of February. Still, since the start of the year global stocks have made a total return of around 5% in £-sterling terms...

Overview: markets acknowledge the enduring stickiness of inflationAfter a surprisingly strong start to the year in January, February has brought market consolidation rather than a continued uptrend – despite the FTSE100 finally passing the psychologically important threshold of 8,000 points. In last...

Overview: a challenging week brings investors back down to earthFor most of this year, investors have ran with the notion of a decline in longer-term inflation pressures, but they have been less convinced in recent days. As a result, bond and equity...

Overview: are central banks transforming from hawks into doves?If investors were hoping for a turnaround in fortunes, they hardly could have asked for a better start to the year. February began just where January left off: dominated by central bank action, inflation,...