Insights

“Welcome to 2023” said the note on the restaurant door. The door was shut, the lights were off, and another note explained that rail strikes meant staff and customers were unable get there. All the venues in this City-of-London street were closed...

A year of volatility draws to a close We saw broad and deep losses across asset classes in 2022, as investors feared slowing global growth and priced in sharply tighter monetary policy. Sky-high inflation forced interest rate hikes at the quickest pace...

This week’s edition of The Tatton Weekly presents our outlook for 2023, which we compiled over the past two weeks. The Outlook is available on the Adviser resources section of the website. Inevitably, much of what we write depends on the starting...

It’s certainly an interesting question. Traditionally, the answer would be no as spending time in the markets can help one avoid the costly mistakes of getting timing wrong. But is it true that you cannot time the market? Well if you ask...

Overview: Fed-up of Fed talk?Often the most important question of any sound investment process is to ask: “are we missing something?” Regular readers may be becoming almost fed up with our continued discussion of central bank policy, especially that of the US...

One of the first principles of any sound investment process is to permit and nurture the discourse of differing opinions in order to generate the most robust insights and decisions possible. Unsurprisingly then, here at Tatton, this is exactly what has characterised...

UK house prices fell by 1.4% on a month on month basis in November (annual house price growth to 4.4%, from 7.2% in October), the second consecutive month to see a slowdown in rising prices and biggest fall since June 2020, according...

Overview: December begins in almost good cheerDecember has begun on a positive footing for investors, with market participants choosing to focus on the positives rather than the negatives, and most equity markets now trading above bear market territory again. The release of...

December has begun on a positive footing for investors. A renewed pivot in sentiment, with market participants choosing to focus on the positives rather than the negatives, has brought the third extended market upswing of 2022, with various equity markets now trading...

Readers will not be wanting for coverage of the UK inflation picture, with large rises in energy and food costs being front and centre for most of 2022. We’ve seen a bit less coverage of how exactly consumers are trying to mitigate...