News and Blogs

Easter review and outlook

14 April 2022Tatton Weekly

The annual rate of inflation, as measured by the consumer price index (CPI) was reported at 7% in the UK, 8.5% in the US and even Germany recorded 7.3%. These are heights not seen for 40 years and were unsurprisingly front and...

Monday digest

11 April 2022Tatton Weekly

Q2 begins with QT top of the agendaGlobal markets have managed a reasonable bounce since the onset of Vladimir Putin’s invasion of Ukraine. Indeed, the awfulness of the news from the area has ceased to impact markets greatly. Investors have, by and...

Q2 begins with QT top of the agenda

8 April 2022Tatton Weekly

Claire Bennison, our esteemed investment colleague and chart guru, has been talking of global equity market consolidation for several weeks. The chart below shows global equity and UK equity total return indices from the onset of the pandemic to now. In aggregate,...

Monday digest

4 April 2022Tatton Weekly

Overview: yield curve inversion is another reason for a cloudier Q2While UK consumers braced themselves for a blast of winter weather and a surge in their cost of living, investors experienced a quieter end to the first quarter, with gains in equity...

Yield curve inversion – no April fool

1 April 2022Tatton Weekly

It is the first day of April, but after living through the events of this quarter, few seem in the mood for the usual April fools’ jokes. While UK consumers braced themselves for a surge in their cost of living – as...

Monday digest

28 March 2022Tatton Weekly

Overview: A good week for global equities, less so for global bondsFor much of this year, falling bond prices (and higher bond yields) have been associated with weaker equity markets. Bond investors will have taken little comfort For much of this year,...

Better news is not always good news 

25 March 2022Tatton Weekly

Another good week for global equities, but a poor one for global bonds. Of course, that hides some disparity in the subsections that make up both markets. In the broadest sense, the US Federal Reserve (Fed) said interest rates will have to...

Monday digest

21 March 2022Tatton Weekly

Overview: Is optimism returning to global investment markets?Last week we reminded investors of the importance of ensuring long-term investment decision-making is not overly influenced by short-term market fluctuations. The strong rebound in stock markets around the world has reinforced our point. With...

Changing Tides

18 March 2022Tatton Weekly

Last week we reminded portfolio investors of the importance of making sure that long-term investment decision-making is not overly influenced by short-term market fluctuations. Here at Tatton, we aim to ensure portfolios remain positioned appropriately, and are fine-tuned when medium-term changes in...

Monday digest

14 March 2022Tatton Weekly

Overview: After the shock of war, the energy price shockwavesGlobal capital markets continued their wild ride last week, as market participants struggled to gauge the extent to which Putin’s barbaric war on Ukraine would dismantle their outlook for the global economy. At...

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