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The full edition of the this Tatton Weekly presents our outlook for 2024, which we compiled over the past two weeks, which can be downloaded from the Adviser Resources page on this website. Inevitably, much of what we write depends on the...

Overview: Commodities send a soggy signalAfter a gangbusters November for global capital markets, December is also currently on a positive track with trading volumes higher than November’s averages generally, suggesting quite a bit of capital is being put to work by investors....

We review November’s cheery asset performance below. Early December is also currently on a positive track and trading volumes have been higher than November’s averages generally, suggesting quite a bit of capital is being put to work by investors. Global bond yields...

Overview: December brings a price shock reversalExpectations are growing for Eurozone rate cuts in time for Easter. Speculation intensified followed the release of provisional European inflation data for November that surprised on the low side for the third month running. Overall consumer...

November brought investors the opposite of October and turned most portfolio returns into positive mid-single-digit numbers for the year. As we have written here over the past weeks, the distinct turn in sentiment that drove markets in November was, once again, mostly...