Other publications

What’s in store for 2024?

 2 January 2024

The Global Investment Outlook – 2024 Looking into the crystal ball – what is in store for 2024? Elections and interest rate cuts! Inflation is coming down, but for some economies, the last mile may prove more difficult. Encouragingly US PCE inflation fell below the Fed’s 2% target in November.  Central banks are expected to […]

The Global Investment outlook – What do we see for 2023?

 3 January 2023

  What did we highlight last year?   This time last year in ‘Catch-22 in 2022’ we highlighted the challenge for central bankers – would they be able to tame the inflation tiger as the global economy emerged from Covid-19 lockdown? In the event, they all proved to be too far behind the curve and […]

The Great British Investment Opportunity

 19 May 2021

Potentially a ‘once in a lifetime’ event The UK stock market is hugely out of favour reflecting a number of factors including Brexit, the economic impact of Covid-19 and its higher exposure to sectors with a more cyclical bias. These have left the index trading near a multi-decade valuation discount when compared to global peers. […]

Alpha Election Special!

 19 April 2017

Snap! Theresa May must have been studying recent polling data with the Conservative Party on 42% and the Labour Party on 27%. This fact, together with attempted opposition party meddling in her Brexit negotiation process, has forced her to ‘call their hand’, with a snap general election on June 8th. Sterling has perked up on […]

It’s a new dawn a new day

 6 January 2017

We have pleasure in providing you with our investment insights for 2017.

Alpha Bites Special – Episode IV – A New Hope

 25 November 2016

The most highly anticipated message from our ‘new’ administration has come and gone.  Was it a statement or a budget? Did it reassure or confuse? Are you feeling over or underwhelmed?

US Election Special

 14 November 2016

How have the markets reacted to President Trump?

Open for business and up for sale

 19 July 2016

UK Technology Company and FTSE constituent ARM Holdings is being taken over in a record breaking £24bn deal.

The Darling Buds of May

 11 July 2016

If a week is a long time in politics I would suggest that the last 24 hours must have felt like an eternity for Andrea Leadsom.

The EU Debate – Doing the hokey cokey?

 1 March 2016

The current in/out debate, reminds us of the old song ‘doing the Hokey Cokey’.
In, out, in, out, you shake it all about….

Storm Clouds

 15 February 2016

‘Acknowledging the risks but mindful of the opportunities’

We have much to be thankful for

 30 October 2015

A review of the last six months and the prospects and outlook for the remainder of 2015

Our approach to lower risk investing

 1 April 2015

We have recently received a number of approaches enquiring about the recent moves in the fixed interest market and for our take on things.

Full version