News and Blogs

Positioning for the energy price shock

11 March 2022Tatton Weekly

Global capital markets continued their wild ride this week, as market participants struggled to gauge by how much would Putin’s barbaric war on Ukraine dismantle their 2022 outlook for the global economy. Wild equity market swings are usually the focal point for...

Monday digest

7 March 2022Tatton Weekly

Overview: a double-edged sword for investors as sanctions take holdAs the economic consequences of Russia’s invasion of Ukraine begin to unfold, the impacts of the war on global financial assets have also changed in nature. Last week saw tougher sanctions imposed by...

A double edged sword

4 March 2022Tatton Weekly

During the course of this week, the impacts of the war on global financial assets changed in nature. Last week, we wrote that minor sanctions were a help for asset prices even if the sanctions did not match the level of outrage....

Monday digest

28 February 2022Tatton Weekly

Last week’s invasion of Ukraine by Russian forces invoked memories (for some of us) of the cold war era of the 1980s. Over the last few days, as Russia launched missile strikes against buildings in Kyiv, Kharkiv and other major Ukraine cities,...

Back to the past

25 February 2022Tatton Weekly

Last Friday we pointed out that when geopolitics are as fluid as they are now, much can change over a weekend. As it happened, it was not the weekend that marked a big shift in the geopolitical landscape, but the Thursday that...

Special market update: Putin invades Ukraine

24 February 2022Tatton Weekly

Against our expectations, Russia has launched a broad assault on Ukraine. Previous thinking was that Russia’s Putin would not dare an outright invasion of its neighbour in light of the likely cost of lives of Russian soldiers and economic hardship for Russian...

Special market update: Putin’s recognition of Donbas  

22 February 2022Tatton Weekly

Putin’s Donbas move triggers ‘starter’ sanctions Russia’s aggression towards Ukraine reached a new level overnight after Russia’s president Putin officially recognised the two self-proclaimed separatist ‘republics’ in Ukraine’s Donbas region. Most importantly, he  ordered official troops to move in for what he...

Monday digest

21 February 2022Tatton Weekly

Overview: Investors anxious for storms to blow overIt was another turbulent week in global stock markets – on the back of little in terms of new news, but plenty of speculation of what may lie ahead. At the time of writing, with...

Investors anxious for storms to blow over  

18 February 2022Tatton Weekly

Another turbulent week in global stock markets on the back of little in terms of new news, but plenty of speculation of what may lie ahead. At the end of this week, real storms have disrupted our lives while markets continue to...

Special market update: Russian intimidation of Ukraine 

16 February 2022Tatton Weekly

From our phone calls and conversations we have with adviser firms, we know portfolio investors are concerned that the fear of Russia invading Ukraine is driving, at least in part, the poor start to the year experienced by capital markets.  As laid out...

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