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Tatton Teaser

16 November 2023Tatton Weekly

Not so Sunny for the Solar Stocks  It’s been a cloudy year for Solar Energy stocks this year, the MAC Global Solar Energy index which tracks 41 of the largest Solar Energy related companies worldwide is down over 42% YTD and over...

Monday digest

13 November 2023Tatton Weekly

Overview: Back-pedalling central bankersThe turnaround rally in stock and bond markets – prompted by dovish central bank comments – petered out towards the end of last week, with central bankers at pains to reverse their messaging, or at least reaffirm their commitment...

Back pedalling central bankers

10 November 2023Tatton Weekly

The turnaround rally in stock and bond markets – started by last week’s dovish central bank comments – petered out towards the end of this week, with central bankers seemingly at pains to reverse their messaging or at least reaffirm their continued...

Monday Digest

6 November 2023Tatton Weekly

Overview: Central bank dovishness proves contagiousLast week, we noted how negative sentiment in stock markets can become a self-perpetuating destructive force for an entire economy as the investing public feels the heat of feeling poorer (at least on paper). But seven days...

Dovishness proves contagious

3 November 2023Tatton Weekly

Just how much change a week can bring to markets was amply visible during the last seven days. Last Friday we wrote about how negative sentiment in stock markets can turn into a self-perpetuating destructive force for an entire economy as the...

Monday digest

30 October 2023Tatton Weekly

Overview: The resilience narrative comes under pressureIn recent times, a fall in bond yields (and therefore a rise in bond prices) would go alongside rises in equity prices, particularly the mega-cap growth consumer-related techs like Amazon, Alphabet (Google), Microsoft and Apple. However,...

The resilience narrative comes under pressure

27 October 2023Tatton Weekly

A potentially meaningful change in correlations happened this week. In recent times, a fall in yields (and therefore a rise in bond prices) would go alongside rises in equity prices, particularly the mega-cap growth consumer-related techs like Amazon, Alphabet (Google), Microsoft and...

ESG Honestly

25 October 2023ESG Honestly

Is Greenhushing a worrying new trend in sustainability? As greenwashing lawsuits become more prevalent, fewer companies are advertising their sustainable impacts and even their targets. Sustainability is increasingly at the top of many investors’ priorities, but the recent trend of ‘greenhushing’ could...

Monday digest

23 October 2023Tatton Weekly

Overview: Bond yield volatility has markets guessingWhile the human suffering in the Middle East conflict worsened, capital markets have still not meaningfully acknowledged the rising geopolitical risk, beyond the slight increase in oil prices that was already under way a week ago....

Bond yield volatility has markets guessing

23 October 2023Tatton Weekly

While the human suffering in the Middle East conflict worsened, capital markets have still not meaningfully acknowledged the rising geopolitical risk, beyond the slight increase in oil prices that was already under way a week ago. Nevertheless, the volatility in long bond...

Bond yield volatility has markets guessing

20 October 2023Tatton Weekly

While the human suffering in the Middle East conflict worsened as expected this week, it has not yet spread further across the region. Therefore, and as we wrote last week, markets have not particularly acknowledged the rise in geopolitical risk temperatures beyond...

Monday digest

16 October 2023Tatton Weekly

Overview: Capital markets and warThe world took a turn for the worse last week, from a humanitarian point of view. The surprise element of the attack together with the current global economic backdrop, drew immediate parallels with the Yom Kippur War of...

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The Tatton Weekly is provided for information purposes only and compiled from sources believed to be correct but cannot be guaranteed.  It should not be construed as an offer, or a solicitation of an offer, to buy or sell an investment or any related financial instruments. Any opinions, forecasts or estimates constitute a judgement as at the date of publication and do not necessarily reflect the views held throughout Tatton Investment Management Limited (Tatton). The Tatton Weekly has not been prepared in accordance with legal requirements designed to promote independent investment research. Retail investors should seek their own financial, tax, legal and regulatory advice regarding the appropriateness or otherwise of investing in any investment strategies and should understand that past performance is not a guide to future performance and the value of any investments may fall as well as rise and you may get back less than you invested.

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